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Michael Marchese and Paul Miller Honored in Forbes' Best-in-State Wealth Advisors List 2019

Posted by Axial Financial Group

Screenshot 2019-02-26 12.18.25Burlington, 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 2019. The list was published on Forbes.com , and a condensed listing was/will be printed in the magazine’s March 2019 issue.

Michael and Paul started Axial Financial Group 12 years ago, and have grown the firm to over $2.2 billion dollars in assets under advisement. Together with a team of over 40 professionals, Axial has expanded to include an employee benefits practice and a corporate retirement group. 

“Congratulations to Mike and Paul on this well-deserved recognition by Forbes. It is wonderful to see client-centric, independent advisors who are devoted to providing expert financial planning represented on this list. We appreciate the value they bring to our industry and our community, and we remain committed to providing the infrastructure and support Axial's thriving practice demands.”

The 2019 ranking of the Forbes’ Best-in-State Wealth Advisors1 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, 30,000 advisors were considered, and 3,500 (11.6 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available.

The full methodology 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.

 

1This 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.  

2Portfolio 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.