Financial Planning Built for Real Life
Axim Planning & Wealth is an independent advisory firm serving nationwide. We help families build retirement strategies rooted in clarity, purpose, and partnership.
Our Mission
Our mission is to serve as fiduciaries who put clients first, challenge industry norms, and deliver coordinated estate, tax, and wealth planning through one aligned team for people who share our values.
Our Vision
Our vision is a firm where independent, people-first planning replaces one-size approaches, and where families find a clear, collaborative path forward supported by trusted fiduciary partners under one roof.
Our Process
Our process brings estate, tax, and wealth planning together in a coordinated way. We start with discovery, build an intentional strategy, then stay engaged through regular reviews so decisions remain aligned as life evolves.
Every family deserves a plan that gives them hope, security, and a sense of control over their future.
A Letter From Our Founder, Luong Pham
I was born in Vietnam in 1967, but my story—and Axim’s story—begins long before I ever thought about financial planning.
In April of 1975, as Saigon was collapsing and families were scrambling for their lives, my own family made the decision to flee. My father was a lieutenant colonel in the South Vietnamese military. My grandfather was the owner of South Vietnam’s transit system, even he believed the conflict would never reach us. But when the final days arrived, we boarded a crowded oil tanker headed toward the Philippines—one of thousands of families desperate for a chance at freedom…
Axim Planning and Wealth, From the Ground Up
At Axim Planning & Wealth, we believe retirement planning works when it starts with you. We serve people who have spent years building their wealth through steady effort and want guidance that feels clear, personal, and grounded in real goals.
Our team brings planning and investment decisions into one coordinated approach. We begin by defining what your money needs to do for your life, then structure strategies around those roles. As your priorities shift, your plan shifts with them, so your direction stays clear over time.
Start With Discovery
We take time to understand your story, your goals, and what retirement means to you. This sets the foundation for every recommendation.
Build with Intention
Together, we assign a purpose to each dollar, such as income, growth, taxes, healthcare planning, and legacy. Then we build a strategy that connects those parts into one plan.
Review and Refine
Your plan is not static. We meet regularly to track progress, talk through changes, and adjust the strategy as life and the broader environment evolve.
