Financial Advisor

Ashwin Dhanesha

Financial Advisor

Credentials: CFP®, CFA, CPA, EA

Specialties: Retirement, Investment, Taxes

Experience: 20+ Yrs.

Licenses: CPA, EA, FINRA, Insurance

Memberships: AICPA, NAEA, NAPFA, CFAI   Phone: 404-419-6161 Ext # 2
Email: Advisor@AxisFinancial.US

Whether you are planning for meaningful wealth, personal retirement, or a child’s education, I recommend investment, tax and risk management strategies to create, preserve and distribute income and wealth during your lifetime and on to future generations.

My services include:

Financial Planning
  • Retirement Planning
  • Investment Planning
  • Estate Planning
  • Education Planning
  • Insurance Planning
  • Business Succession
Investment Management
  • Investment Policy Statement
  • Asset Allocation
  • Manager Selection
  • Risk Management
  • Portfolio Rebalancing
  • Monitoring and Reporting
Tax Consulting
  • Tax Planning
  • Tax Preparation
  • Tax Management
  • Tax Problem Resolution
  • IRS Representation
  • Electronic Filing
Retirement Plans
  • 401(k), 403(b), IRAs, SEP
  • ESOP, Stock Bonus Plans
  • Profit Sharing Plans
  • Pension Plans
  • 457, Non-Qualified Plans
  • Stocks, Bonds, REITs
  • Mutual Funds, ETFs
  • 529 Plans, Educational IRA
  • Brokerage Accounts
  • Separately Managed Accounts
  • Annuities
  • Life Insurance
  • Disability Income
  • Long-Term Care

I charge an hourly fee or a flat fee for financial planning and tax consulting services, and a percentage of your assets under my management for investment management services.

Please call me for a free phone consultation for your personal financial service needs. I am easily reachable during normal business hours, as well as on weekends.