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Phoenix, AZ Financial Advisor

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  2. About
  3. Who We Are

Who We Are

Our team specializes in assisting successful families and top-of-their-field professionals who, among other things, aspire to a work-optional lifestyle and have the desire to secure a family investment legacy.

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Paul D. Axberg, CPA, PFS, CFP®

Certified Financial Planner™ and Certified Public Accountant

Paul coordinates the financial planning process and helps identify your goals, recognizing some of those goals will change as your life unfolds and your needs evolve. He and his team implement customized strategies all as a part of the proprietary process, The Foundation FORMula™. 

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Susan Alexander | Client Services

Susan answers the phone, prepares the reports for client meetings, prepares and processes paperwork, and assists clients with any questions she can answer regarding their accounts.

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Brian E. Frick

Brian also coordinates the financial planning process and helps identify your goals, recognizing some of those goals will change as your life unfolds and your needs evolve.

Our Other Professional Resources

As needed, we take a collaborative approach with other relevant professionals. This additional expertise is part of our process to help you pursue your wealth and lifestyle goals.

Our Strategic Partners Include:

  • Estate Lawyer 
  • Certified Public Accountant 
  • Reverse Mortgage Specialist 
  • Real Estate Professional (Commercial and Residential) 
  • Axberg and Frick Consulting Group
     

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623-398-0128

 

13613 West Camino Del Sol, Suite #3
Sun City West, Arizona
85375 United States

 

paxberg@axbergwealth.com

  

Paul D. Axberg and Brian E. Frick are investment advisor representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Advisor located at 6020 E. Fulton St., Ada, MI 49301. Axberg Wealth Management is not affiliated with USA Financial Securities.

Paul D. Axberg and Brian E. Frick are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: (Paul:AZ;CA;CO;DC;FL;HI;ID;IL;KY;MI;MN;NC;NE;NJ;NY;UT;VA;WA;WI) and (Brian: AZ;CA;CO;FL;ID;UT;VA;WA). For investment advisory services theses states include: (Paul:AZ;CA;CO;FL;HI;ID;IL;MN;NE;NJ;UT;VA;WA;WI) and (Brian: AZ;CA;FL;ID;NE;TX;UT;WA). Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

 

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