Taking Care of Our Clients
Our Promise
At Axial Financial Group, you are the center point of all we do. You will benefit from our independent financial advising team’s specialized experience, knowledge, and capabilities, which always revolve around you and your needs, wants, and goals.
What Our Clients Say
Bringing Your Dreams Front & Center
Our Financial Services
We are independent financial professionals and fiduciary advisors dedicated to the success and financial confidence of individuals, families, and business owners. We act in your best interest and provide independent advice centered on achieving your lifetime dreams.
We provide help with the following services:
Saving & Asset Accumulation
We work hard to help you grow your assets and investments.
Risk Management
Risk management is intended to help you minimize or mitigate potential losses.
Taxation
Tax planning helps you consider the tax liabilities and implications of financial choices.
Business Planning
We can help you plan for the future of your business to protect and preserve its value.
Retirement Planning
Retirement planning involves building toward your desired retirement lifestyle.
Estate Planning
Estate Planning helps you plan for your heirs and property during your life and at the end of it.
Investment Management
Prudent investment planning helps you grow and accumulate wealth for your future.
Collaboration & Teamwork Brings Success
Our Process
Our entire organization works together in collaboration, bringing you the benefits of our dedicated team of in-house experts in portfolio management, tax planning, Social Security, Medicare, life insurance, and long-term care, to serve your sophisticated planning needs.
Winning Strategy
As skilled problem-solvers and strategists, we’re committed to delivering the caring, responsive, and personalized service you need to succeed. We help you understand the financial challenges and decisions you face, evaluate your options, and implement sound solutions across all stages of life.
Holistic Planning
Our Story
Michael Marchese and Paul Miller, founding advisors and managing principals, created Axial Financial Group in 2006. As independent advisors, they decided to take on a more personal and hands on approach to helping prospects and clients plan for their future and secure their current financial goals.
With more than 30 years of experience in the financial industry each, they built Axial Financial Group from the ground up. Now, there are four main office locations in Burlington, Hyannis, Quincy, and Lynnfield, Massachusetts managing over $3 billion dollars in combined assets as of December 31, 2022.
Through hard work, strategic planning, and a commitment to always put our clients’ needs first, we have grown our firm to more than 45 financial professionals in all offices.
Committed to Giving Back
Community
The Axial Team is dedicated to helping our neighboring communities by providing support in the forms of funds, materials, equipment, and volunteering assistance; to improve lives, strengthen communities, and empower individuals, all while fostering good will and teamwork.
Axial Updates & Industry News
News & Blog
2024 Year End Tax Planning
Market Update Week of December 9, 2024
Market Update Week of December 2, 2024
Market Update Week of November 25, 2024
3 New Required Minimum Distribution (RMD) Rules Everyone Must Know Before the End of 2024
One of the biggest benefits of saving in traditional retirement accounts like a 401(k) or IRA is the upfront tax break you receive. You won’t owe any income taxes on contributions in the year you make them. That can give you extra cash now, enabling you to save more for retirement.
Weekly Market Update, Week of November 18th, 2024
Weekly Market Update, Week of November 11th, 2024
Weekly Market Update, Week of November 6, 2023
IRS Announces 401(k) and IRA Limit Increases for 2025
Weekly Market Update, Week of November 4th, 2024
Contact Us Today
We’d be happy to set up a free consultation with one of our trusted advisors to discuss your financial future.