Burlington, MA— Axial Financial Group in Burlington, MA today announces that Michael Marchese CFP®, AIF®, CPA and Paul Miller AIF®, have both been named to Forbes’ Best-in-State Wealth Advisors list for 2018. The list was published on Forbes.com , and a condensed listing was/will be printed in the magazine’s March 2018 issue.
Michael and Paul started Axial Financial Group 11 years ago, and have grown the firm to over $1.1 billion dollars in assets under advisement. Together with a team of over 35 professionals, Axial has expanded to include an employee benefits practice and a corporate retirement group.
Wayne Bloom, CEO of Commonwealth Financial Network®, Axial's Registered Investment Adviser–broker/dealer, said, “Congratulations to Mike and Paul on being recognized by Forbes. They continue to set themselves apart from their peers—passionately advocating for their clients and delivering tailored, expert, independent advice. We remain committed to supporting Axial's growth and will continue to provide the leading, client-forward technology and resources Axial's complex business demands.”
The 2018 ranking of the Forbes’ Best-in-State Wealth Advisors list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 21,000 advisors were considered, and 2,213 (10.5 percent of candidates) were recognized.
The full methodology2 that Forbes developed in partnership with SHOOK Research is available here.
Axial Financial Group has been providing individuals and organizations with financial guidance since Year 2006. Located at 5 Burlington Woods Drive, Suite 102, 781-273-1400, the firm prides itself on crafting unique strategies for each client. For more information, please visit www.axialco.com. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a registered investment advisor.
1. This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are/will be organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you.
2. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings