Axios Advisory Group

Founded in 1974, Axios Advisory Group is a financial services firm providing retirement plan advisory services and wealth management to employers, executives, and individual investors. The firm's offerings include personal wealth management, corporate consulting, and insurance strategies. They aim to create personalized plans for growing, protecting, and distributing wealth, serving clients through various life stages.

The company operates with a fiduciary standard, prioritizing client needs. It serves successful individuals, families, and business owners who require experienced guidance for complex financial needs. The firm's services are designed for those seeking long-term financial guidance and investment support.

In August 2025, EdgeCo Holdings acquired Axios Advisory Group, integrating it into its AmericanTCS Holdings, LLC business unit. This acquisition included American Pension Benefit's (APB) retirement plan administration and recordkeeping services and the investment advisory services of Axios Wealth Management. The move was part of EdgeCo's national expansion strategy to enhance its administration, recordkeeping, and wealth services for the small- and mid-sized retirement plan market. The managing directors listed for the firm include Mero Capo and Kevin Buckley.

Keywords: wealth management, retirement planning, financial advisory, investment management, corporate consulting, estate planning, insurance strategies, recordkeeping, asset management, financial services