Paul Axberg

For nearly three decades, I've helped clients navigate tax-efficient retirement strategies, wealth management, and financial planning so they can focus on what truly matters—living their retirement dreams with confidence.

I graduated cum lade from St. Cloud State University in 1994 and have been in the financial industry since 1995, gaining experience in corporate ledgers, tax preparation and planning, financial strategy, and wealth management. In 1997, I took a leap of faith and started building Axberg Wealth Management, LLC from the ground up—without a book of business, just a passion for helping people make informed financial decisions. Today, Axberg Wealth Management serves multi-generational families planning for a secure future. Over the years, I've guided clients through every stage of their financial journeys—from planning their transition into retirement to helping spouses navigate financial life after loss and assisting families in settling estates. I ensure that investment strategies align with risk tolerance, accounts are structured for tax efficiency, and legacy planning goals are met with proper account ownership.

As a Certified Public Accountant (CPA), Certified Financial Planner (CFP), and Certified Investment Management Analysist (CIMA), my experience extends beyond investment management. My fee-based, fiduciary approach when making recommendations on managed accounts or qualified retirement assets ensures that every decision is made in the best interest of my clients—not based on transactions, but on long-term trust, strategy, and financial well-being.

My clients come from all walks of life, but they share the same goal: a financially secure, work-optional lifestyle. My passion is making that goal a reality—not just by answering the question, "Can I retire?", but by helping them discover how to live the retirement they've envisioned.

Paul D. Axberg is an investment advisor representative of, and securities and advisory services are offered through USA Financial Securities, LLC, Member FINRA/SIPC.  A registered investment advisor located at 6020 E Fulton St., Ada MI 49301.  Axberg Wealth Management is not affiliated with USA Financial Securities.