Financial Advisor

As a tenured financial advisor with Axim Planning & Wealth, Casey has embarked on an approach that challenges the ‘status quo’ of an industry that is designed for the ‘Company’ to win and NOT the client. In short, Stevenson has become an industry ‘disrupter’ by asking questions, listening with intentionality, and identifying client pain points. He then meets those pain points with strategy and solutions to ensure clients can retire and stay retired.

“Many clients have these advisors already, but they are not talking to each other,” Stevenson states. “Which means they are paying for advice without receiving the benefit of ALL the advice being put into practice as a holistic plan.”

Stevenson is a 2006 Graduate of Wright State University. He lives in the Dublin area with his wife Kate and daughter Elizabeth. Outside the office, Casey enjoys outdoor time with family and golf.