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About Axis Wealth Advisors, LLC

Axis Wealth Advisors was founded in 2016 on the principle that everyone deserves a comprehensive financial plan to help them pursue their goals, avoid pitfalls and leave behind the legacy they intend.  We partner with you, your family and trusted advisors (Attorney, CPA, etc.) to ensure all parts of your financial picture are working cohesively.

Team Players

Kevin Merling, AIF®, CFP®, CPFA

Founder, Wealth Advisor

(630) 743-9898

(630) 596-1002

Kevin@AxisWealthAdvisors.com

After graduating from Northwestern University with a B.S. in Economics and a minor in Finance in 2007, Kevin was recruited by Fidelity Investments where he spent the first nine years of his career. Beginning his career in the midst of a financial crisis taught him valuable lessons about the importance of having a financial plan. Since then he’s had the opportunity to work with thousands of clients during the best and worst market cycles, providing an in-depth understanding of how to prepare for both.

Kevin specializes in working with small businesses and pre-retirement individuals developing strategies for saving, investing, tax efficiency, college planning, and charitable giving. He believes everyone should have a comprehensive and customized financial plan to help them pursue their goals, avoid pitfalls, and leave behind the legacy they intend.

The driver behind all Kevin does is building deep, long-lasting relationships with all his clients and their families. Throughout his career, he has worked hard to ensure that his clients know that no other advisor cares for their personal and financial well-being more than he does.

Kevin holds FINRA Series 7 and Series 66 registrations through LPL Financial, as well as Life, Accident, and Health Insurance Licenses. He earned the AIF® (Accredited Investment Fiduciary) in 2018 and the CPFA (Certified Plan Fiduciary Advisor) in 2020. In 2021, he also completed the extensive coursework and comprehensive examination to become a CFP® (CERTIFIED FINANCIAL PLANNERTM) professional. All CFP® professionals are held to rigorous education, training and ethical standards, and are committed to serving their clients’ best interests as fiduciaries.

Kevin and his wife Katie wrangle their two crazy kids and Bruce the Great Dane in Naperville, Illinois where they love doing outdoor activities with each other. When not occupied with kid-herding, Kevin can be found honing his impressive DIY skills, “wowing” his family with his home remodeling successes, or working up to his next Triathlon

S. Peter Park, CRPC®

Senior Wealth Advisor

(630) 338-9659

(630) 596-1002

Peter@AxisWealthAdvisors.com

I have worked in the financial industry over 10 years and have had the opportunities to help clients in their financial goals through financial planning, tax and estate guidance, credit and lending, college planning and charitable giving. I specialize in working with small businesses, professional doctors, lawyers and Divorce/Widow(er) situations.  I hold a FINRA series 7 and Series 66 as well for Life and Health Insurance to help protect and preserve wealth. I have also earned the Chartered Retirement Planning Counselor designation (CRPC® conferred by College for Financial Planning) through rigorous coursework in specialized tax and estate planning objectives and strategies for a retiree to define a "road map to retirement".  

 

Having worked at a large brokerage and banking institution, I have a strong understanding of the competitors and their shortcomings of serving clients.  You are not just a number but a valued individual and my intentions will always be to put your best interest as the priority not the business.  With my many years serving as a pastoral counselor, I try to actively listen to your concerns not only from a financial but also a holistic perspective.  When you are a client, my goal is to build a life-long relationship with you, your family and those who you care about so that I can help plan for your future, preserve your wealth and pass it on to your loved ones.

 

My wife, Jenny, and I have been married over 25 years, we have three active and smart young-adult children and we have two dogs that are even more active but not as smart.  Our family enjoys volunteering to charity and causes, playing/coaching volleyball and finding new places to eat.

Support Staff

HighPoint Planning Partners
Phone: (630) 719-9222
Fax: (630) 719-9221

The team at HighPoint has been an invaluable resource as Axis Wealth Advisors has grown.  Their primary objective is to serve advisors, allowing us to focus our time and energy on the most valuable asset we have, the relationships we have with our clients.  They assist in a variety of capacities:

Client Resource

  • Point of contact in the event of an emergency

Advisor Resource

  • Account operations and complex problem resolution
  • Strategic Partnership referrals, such as attorneys, CPAs, etc.
  • Investment Consulting
  • Compliance Reporting, with LPL Financial and various Federal and State regulatory authorities
  • Business Development

For more information about HighPoint Planning Partners, please feel free to visit their website at https://highpointplanningpartners.com.

HighPoint Planning Partners is not affiliated with Axis Wealth Advisors. HighPoint Planning Partners and Axis Wealth Advisors are not affiliate companies of LPL Financial.