Why Akshya Financial?

Our clients are unique and they are busy. As successful Physicians, Corporate Executives, and Business Owners they balance multiple priorities both at home and at work.

Generally speaking, prior to working with us our clients may or may not already have a financial plan in place. Sometimes they already have a good team of advisors guiding them with important financial decisions. Most times they don’t.

However they all have one thing in common. They tend to run out of time before running out of all the ideas and opportunities that they would like to pursue in life. They are so busy focusing on everyday things that scream the loudest that other important things remain unaddressed. 

That’s where we come in!

We take time to understand the types of things that are really important to you and help you implement a well thought out plan so that you can get from where you are today to where you want to be in the future.

We pride ourselves in being client focused. By keeping our focus on the clients needs and taking a consultative approach, we are able to work to educate our clients and help them make their own best decisions. 

Because we offer integrated services, we can offer the right products to our client no matter what life stage they are in. We work hard to cultivate long term relationships so that we can offer the personalized service that our clients deserve. We truly take a comprehensive approach to financial planning.

 

We Are Client Focused

We help clients simplify and organize their financial lives that creates peace of mind both for today and the future. Financial markets may be volatile, but our values are steadfast. We are dedicated to serving our clients with integrity and are committed to providing:

  • honest, transparent, and open communication

  • highly responsive, professional, first-class service

  • unbiased, expert, and timely advice with a steadfast dedication to our belief that "our clients' interests always come first."

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We Take A Consultative Approach

Our unique approach to planning allows our clients to determine their level of involvement, providing as much or as little consulting and updating as desired by them.

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We Work to Educate Our Clients

We help educate our clients so they have a general understanding of the financial strategies, markets, and the larger economy. While not all of our clients choose to be active in making investment portfolio decisions, we believe it is important they maintain a broad understanding of issues that can impact their financial well-being.

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We Offer Integrated Services

We help coordinate every aspect of our clients’ finances and maintain ongoing relationships and communications with other professionals on their team such as CPA, Estate Planning Attorney, etc. 

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We Cultivate Long Term Relationships

Our goal is to be our clients’ partner, someone who helps them achieve their goals now and in the future.

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We Offer Personalized Service

Every client’s objectives are different. In the world of financial planning one size clearly does not fits all. We customize every recommendation and financial strategy based on your unique goals. 

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We Take a Comprehensive Approach to Financial Planning

We are charged by our clients with the responsibility of proactively bringing to the front any issue, across the broad spectrum of personal finance. Through an intensive discovery process we are empowered to help our clients make confident decisions around what we all discover matters most. We are advisors who possess expertise in the broad disciplines of asset protection and risk management, tax planning, investment management, retirement planning, wealth and estate planning.

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