Axio Wealth Management: How the Business Started

Legacy Beyond Wealth with Rob Shelton · Jan 23, 2025 · 10m

In the inaugural episode of Legacy Beyond Wealth, we’re beginning a four-part series to introduce you to Rob Shelton, a wealth manager and founder of Axio Wealth Management. We’ll begin today with Rob’s journey into the financial world and some background on the business.

What sets Rob apart is not just his expertise in finance but his deep-rooted passion for helping families secure their financial future, a passion ignited by a personal tragedy. As Rob recounts, his path to financial advising was unplanned; he initially aspired to become an attorney. However, a pivotal moment changed his…