Axio Wealth Management 101 Trade Zone Drive, West Columbia, SC 29170

Axio Wealth Management, located at 101 Trade Zone Drive in West Columbia, South Carolina, is a finance institution specializing in retirement plan management. As part of the Axio Consulting Group, we believe that employee education is key to a successful retirement plan. Our Education and Enrollment Services aim to inform individuals about their retirement plan details and provide guidance on optimizing their savings.

At Axio Wealth Management, we offer comprehensive services as either an ERISA 3(21) Investment Adviser or 3(38) Investment Manager, taking on the responsibilities associated with retirement plan investments. Our partnership approach provides guidance to Advisors and Sponsors on navigating fiduciary issues.

As a 3(21) Co-Fiduciary, we provide investment policy statement templates and guidance on asset classes, while the Plan Sponsor retains decision-making authority. As a 3(38) Fiduciary, we have full discretionary authority over plan investments, relieving other fiduciaries of investment responsibilities.

Our investment process follows a defined strategy for competitive long-term returns, with quarterly reviews and due diligence to ensure fund quality. The Investment Policy Statement outlines investment goals and constraints, while our Quarterly Monitoring Report provides transparent reporting on fund selections and actions taken.

Axio Wealth Management offers unbiased, fee-only advice with fee transparency and no hidden agendas. Our goal is to help plan sponsors and advisors navigate the complexities of retirement plan management. Contact us at 803-851-1935 to learn more about our investment process and how we can partner with you in managing your retirement plan investments.