
Axia Advisory
Axia Advisory, established in 1992 and located in Indianapolis, Indiana, is a fee-only registered investment advisor specializing in retirement plan and investment management consulting services for plan sponsors. They assist employers of all sizes in managing both qualified and non-qualified retirement plans, guiding clients through fiduciary processes that encompass strategic planning, professionally managed investments, and regular performance reviews.
Their team includes professionals like Robyn Shelley, CFA®, an investment analyst who rejoined Axia Advisory in 2006 after working in a Chicago-based money management firm. Axia Advisory manages over $1.5 billion in assets across 181 client accounts, with an average client balance of approximately $8.4 million.
They offer a comprehensive suite of services, including retirement plan consulting, investment management consulting, and private wealth management, all aimed at providing independent and objective advice to their clients.