Tailored Guidance Just for You, Not Someone Similar to You
Whether you aspire to retire comfortably, nurture and expand your wealth, or ensure financial well-being for your loved ones, our dedicated Premier Relationship Manager, a certified financial advisor, can assist you in shaping the future you've envisioned. You might qualify for Axos Bank's US Premier Financial Advice Service if you maintain savings and investments of $50,000 or more, are at least 18 years old, a US resident, and hold an Axos Bank US or First Direct current or savings account.
Restricted advice
We've opted to provide guidance on a selection of products offered by a carefully curated group of companies, which includes Bank. Our recommendations do not encompass products available across the entire market. This approach is referred to as Restricted Advice.
No-obligation discussion
During your initial consultation, which is offered at no charge, we'll delve into your individual financial situation and explore whether our advisory service would be advantageous for you.
No-obligation discussion
During your initial, obligation-free consultation, your financial advisor will go over our fees, ensuring that you have a clear understanding of the costs associated with our advice and the value you receive in return.
In-depth assessment
Your financial advisor will dedicate time to thoroughly assess your complete financial situation, as well as your future plans and aspirations. Collaboratively, you'll craft a personalized financial plan tailored to assist you in achieving your objectives.
Intelligent risk profiling
We employ advanced risk profiling software and modeling methods to assist you in determining your preferred level of investment risk. Our extensive selection of funds and products is designed to cater to your requirements, regardless of your risk tolerance.
Global and local expertise
Our advisors receive support from a global team of analysts who leverage their deep local insights to carefully curate products from an extensive array of investment options.
Need to speak to us?
+1 (410) 698-4470
Our opening hours are Monday to Friday 8am to 9pm.
To help us continually improve our service, and in the interests of security, we may monitor and/or record your communications with us.
