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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®

Wealth Advisor

(810) 955-6520

(630) 719-9221

Kevin@AxisWealthAdvisors.com

I graduated from Northwestern University with a B.S. in Economics, minoring in Finance.  I hold FINRA Series 7 and Series 66 registrations through LPL Financial, as well as Life, Accident, and Health Insurance Licenses.  I started in the financial services industry in March 2007 and have 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.  I specialize in working with small businesses and pre-retirement individuals to help develop strategies for saving, investing, tax efficiency, college planning, and charitable giving.

I believe everyone deserves a comprehensive financial plan to help them pursue their goals, avoid pitfalls and leave behind the legacy they intend.  I feel strongly that listening and keeping an open mind are paramount to fully understanding clients’ needs and desires.  I pride myself on building deep, long-lasting relationships with all of my clients and their families.  Throughout my career, I have worked hard to give my clients the feeling that no other advisor cares for their personal and financial well-being more than I do.

I currently reside in Naperville, Illinois with my lovely wife, Katie, our two crazy little kids, Jack and Charlotte, and Boxer puppy, Beau.  We love spending time outdoors and you will be hard pressed to find a time when we’re not all together.  Away from the business, I also enjoy honing my DIY skills, remodeling our home, or working up to my next Triathlon.

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.