Financial Planning

Centered On You

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.

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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

Together, we strategize and use the most advanced planning tools and leading-edge technology to create a comprehensive plan centered on helping you achieve your life goals.

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, 2021.

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.

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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.

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We’d be happy to set up a free consultation with one of our trusted advisors to discuss your financial future.

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