Axial Financial Group
About
Axial Financial Group is an independent financial planning and wealth management firm in Burlington serving individuals, families, employees and business owners. Its fiduciary advisors provide investment and asset management, risk management, tax planning, retirement planning, estate planning and business succession planning. An in-house team brings expertise in portfolio management, Social Security, Medicare, life insurance and long-term care, so clients can address complex planning questions within one firm.
Michael Marchese and Paul Miller, the founding advisors and managing principals, each have more than 30 years in the financial industry. In 2006 they and four other advisors left a traditional brokerage house to form an independent firm with a more personal, hands-on approach. Axial has since grown to more than 50 employees and three main offices, and its advisors include several Certified Financial Planners. Securities are offered through Commonwealth Financial Network.
What to Know
- Axial has offices in Burlington, Hyannis and Lynnfield.
- The firm advised more than $2.7 billion in combined assets as of the end of 2025.
- Commonwealth Financial Network is a member of FINRA and SIPC.
- Advisors hold credentials including CFP, ChFC, CPA, CLTC and AIF.
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