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Axim Planning & WealthFinancial advisor in Springboro, OH

Axim Planning & Wealth is a financial advisor at 4 Sycamore Creek Dr, Springboro, OH 45066, ranked #14 of 215 financial advisors in Springboro and rated 5.0 from 5 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Springboro, OHUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Axim Planning & Wealth
Address4 Sycamore Creek Dr, Springboro, OH 45066Get directions
Phone(937) 291-2060
Websiteaximwealth.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 5 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Springboro and 11 towns within 25 miles: Franklin, Centerville, Miamisburg, West Carrollton City, Lebanon, Kettering, Middletown, Monroe, Trenton, Beavercreek and Dayton.

Based in Springboro, OHView on map

Opening hours

Opening hours for Axim Planning & Wealth
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Axim Planning & Wealth

How is Axim Planning & Wealth ranked in Springboro?

Axim Planning & Wealth is ranked #14 of 215 financial advisors in Springboro by RFA Score, with 67 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Axim Planning & Wealth’s hours?

Axim Planning & Wealth is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Axim Planning & Wealth serve?

Serves Springboro and 11 towns within 25 miles: Franklin, Centerville, Miamisburg, West Carrollton City, Lebanon, Kettering, Middletown, Monroe, Trenton, Beavercreek and Dayton. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Axim Planning & Wealth?

Axim Planning & Wealth has a rating of 5.0 from 5 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Axim Planning & Wealth?

Call Axim Planning & Wealth on (937) 291-2060. The business is at 4 Sycamore Creek Dr, Springboro, OH 45066. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Axim Planning & Wealth compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Axim Planning & Wealth (this business)—675.0 (5)NoNo
MyUSA Credit Union#12674.5 (43)YesNo9.5 mi
David Bailey - Edelman Financial Engines#13675.0 (9)NoNo2.5 mi

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