Clients We Support

Financial Advisors

Partnering Without Competing

Enhancing Retirement Services

At Axio Consulting Group, we partner with financial advisors to enhance their retirement plan offerings while respecting their client relationships. Our dedicated plan services complement advisor practices while avoiding overlap with individual wealth and insurance solutions. This specialized approach enables advisors to deepen their client relationships while leveraging our retirement plan expertise.

Collaboration, Not Competition

As a dedicated retirement plan specialist, we offer both 3(38) fiduciary management and 3(21) investment advisory services, offering adaptable plan solutions that align with plan needs. Axio’s seamless integration with third-party providers ensures efficient plan operations while advisors maintain their crucial client relationships. Through comprehensive quarterly monitoring and reporting, we keep advisors informed and equipped to address their clients’ needs.

Strengthen Your Client Relationships

We maintain a strict non-selling approach at the participant level, focusing solely on plan-level investment management. This commitment ensures we remain a trusted partner to advisors, supporting rather than competing for their client relationships. Our team’s deep expertise in retirement plan management allows advisors to confidently expand their service offerings while maintaining their position as their clients’ primary financial resource.

Private Businesses and Corporations

Optimizing Employee Benefits

Tailored Plan Features

Axio partners with businesses to create retirement plans that attract and retain top talent while promoting employee financial well-being. We tailor our approach to each organization’s unique challenges and goals.

Reduce Administrative Burden

Our collaborative process involves working closely with business leaders to align retirement strategies with broader company objectives. We craft solutions for various plan types, including 401(k) and 409(a), that resonate with company culture and workforce needs.

As a 3(38) fiduciary, we relieve plan sponsors of investment management burdens, ensuring compliance and minimizing risk. Our expertise extends to selecting and coordinating with third-party administrators and recordkeepers for smooth plan operations.

Build Better Benefits

By maintaining a non-selling approach, we avoid conflicts of interest. Our goal is to empower businesses to offer competitive retirement benefits while focusing on core operations, confident in our expert plan management.

Nonprofit Organizations

Partnering for Mission-Driven Retirement Solutions

Mission-Aligned Retirement Plans

Axio recognizes the unique challenges nonprofits face in providing retirement benefits. We partner with these organizations to develop plans that align with their mission while meeting staff needs.

Our approach involves close collaboration with boards, committees, and plan managers to enhance retirement plan understanding and management. We specialize in 403(b) and 457(f) plans, navigating the complex regulatory environments specific to nonprofits.

Maximize Limited Resources

As a 3(38) fiduciary, we handle investment menu selection and monitoring, allowing nonprofit leaders to focus on their core mission. We optimize plan expenses while maximizing participant value.

Reduce Administrative Complexity

Our conflict-free, non-selling approach empowers nonprofits to offer robust benefits that attract and retain talent, supporting broader organizational objectives.

Educational Institutions

Empowering Educators’ Financial Futures

K-12, Private & Charter Schools

Axio partners with K-12, private, and charter schools to enhance retirement benefits for education professionals. Our specialized expertise in school retirement planning enables us to navigate the unique complexities of 403(b) and 457(b) plans. We create customized solutions for both single-vendor and multi-vendor environments, tailoring each approach to align with the school’s organizational structure and specific needs.

Ongoing Support & training

As an independent fiduciary, we deliver transparent, unbiased investment management focused on educators’ best interests. We work closely with administrators to strengthen oversight and understanding of retirement plan options. Our comprehensive support includes ongoing assistance with compliance management, service provider evaluation, and fiduciary training. This thorough approach ensures well-informed decisions that benefit both institutions and their employees.

Religious Entities

Faith-Aligned Retirement Benefits

Custom Plan Design

Axio provides thoughtful guidance for religious institutions seeking to align retirement benefits with their mission and values. As dedicated fiduciary partners, we offer experienced oversight of 403(b)(9) church plans, delivering solutions that honor both financial stewardship and organizational principles.

Faith-Based Investment Options

Our approach balances traditional investment options with faith-based alternatives, allowing organizations to maintain their values while maximizing retirement outcomes. As a 3(38) fiduciary, we apply faith-based screening criteria and manage these customized investment menus, relieving the burden on religious organization leadership. We also assist in developing compliant plan structures and selecting appropriate service providers.

403(b)(9) Church Plans

Our non-biased approach focuses exclusively on retirement plan services. We aim to empower religious institutions to offer robust, faith-aligned benefits that attract and retain staff while upholding organizational values.