wiseradvisor

Matt Burnham
Auxin Group Wealth Management

Tel: (330) 237-1032
2923 Smith Rd, Suite 202
Akron, OH 44333

About Auxin Group Wealth Management

Focused Expertise with Broad Resources: Wealth Management requires a holistic approach. Auxin Group Wealth Management provides Financial and Retirement Planning, Investment Management, Investment Analysis, Portfolio Construction, Insurance Planning, Liability Management, and has an expertise in financial matters related to Oil & Gas Mineral Interests. In addition, we maintain strategic relationships with specialists in every aspect of the financial field to connect clients with the appropriate solution for whatever their need may be.

Informed, Unbiased Advice Tailored Specifically for Each Client: Grounded with a deep-rooted understanding of economics, along with experience at one of the largest investment research firms in the world, Auxin Group Wealth Management is committed to providing clients investment advice based on both Technical and Fundamental Analysis, as well as information drawn from independent third party research to ensure that decisions are made with the clients' best interests placed ahead of advisor compensation.

Discreet, One-to-One Client Service: Clients' needs are complex. As a result, Auxin Group Wealth Management has a service model in place that ensures a consistent level of attention for both new and existing clients. Our clientele include individuals, businesses, executives, farmers and landowners in Ohio and 9 other states.


General Information

Firm Start Year:   2005
No.of Employees:   2-4
Name of Custodial Firm:   Charles Schwab
States Licensed in:   AZ,CT,FL,KY,MI,NY,OH,PA,TN,TX
Number of Years with Current Firm:   1


Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Life , Long Term Care , Variable Annuity , Life , Annuity
Non-Financial Organization Memberships:   National Association of Royalty Owners, Akron Children's Museum, Akron Children's Hospital


Firm Information

Firm's Number of Clients:   125


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a Fee-Based financial professional
Compensation Methods:   Hourly , Flat Fee , Based on Assets
Fee % Based on Assets:   .65%-1.00%


Board Positions

Organization:  Akron Children's Musem  Akron, OH
Position :  Treasurer
Duration :  January 2013-Currently holding


Education

Economics - Economics  University of Chicago - Chicago, IL
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Biology - Biology  University of Akron - Akron, OH
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Faqs

  • Do you have a customer satisfaction or refund policy? N/A
  • What are your qualifications? What is your education background? N/A
  • What is your approach to financial planning? We consider investment, tax, and legal implications and address 5 key questions: Where am I? Where would I like to go? When would I like to get there? How do I get there? What happens when I am gone? We then work with your existing tax, legal, and insurance providers, or make an introduction to one of our strategic partners, to create a plan that is tailored specifically to your situation.
  • Will you be the only person working with me? No. We provide a true team approach for our clientele. In addition to Matt and Ben, Auxin Group Wealth Management maintains relationships with other financial, legal, and accounting professionals to ensure that clients receive a comprehensive financial plan.
  • How are you compensated? How will I pay for your services? We believe that investment management and financial planning go hand in hand. Because of this philosophy, financial and retirement planning are included in our annual fee.
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Matt Burnham

Matt Burnham

CRPC®

Ben Tegel is a Financial Advisor with a background in security analysis and data management. Ben started his financial advisory practice in 2005 and primarily works with business owners, executives, and beneficiaries of the Utica Shale Development. Prior to joining UBS, Ben worked for Morningstar, Inc., a leading provider of independent financial research and analysis. He played football for the University of Chicago and graduated with a degree in Economics. Ben is a member of West Akron Kiwanis, Torchbearers, Akron Children's Hospital Emerging Leaders, Akron Reads, and Destination College. He lives in Bath, OH with his wife Tessa, sons Grayson and Wes, and enjoys playing basketball, football, and chess.

Matt Burnham is a Financial Advisor with an extensive background in Liability Management, Real Estate Finance, and a specialty in Oil & Gas related financial issues. Matt's clientele in landowners, farmers, business owners, and executives. Prior to joining UBS, Matt attended both the University of Akron and Kent State University where he studied Biology and History. Matt is a member of the National Association of Royalty Owners, and is working toward completing his Certification in Mineral Management. In addition to this, he is an active member of the Little Traverse Conservancy, a supporter of the University of Akron Athletics Programs, and coaches youth soccer. He resides in West Akron with his wife Noelle and their two Great Danes, Clover and Berkeley.

My Team

Benjamin Tegel
Benjamin Tegel CRPC
Ben is a Financial Advisor with a background in security analysis and data management. Ben started his financial advisory practice in 2005 and primarily works with business owners, executives, and beneficiaries of the Utica Shale Development. Prior to joining UBS, Ben worked for Morningstar, Inc., a leading provider of independent financial research and analysis. He played football for the University of Chicago and graduated with a degree in Economics. Ben is a member of West Akron Kiwanis, Torc ...more

Matthew Burnham
Matthew Burnham
Matt is a Financial Advisor with an extensive background in Liability Management, Real Estate Finance, and a specialty in Oil & Gas related financial issues. Matt's clientele in landowners, farmers, business owners, and executives. Prior to joining UBS, Matt attended both the University of Akron and Kent State University where he studied Biology and History. Matt is a member of the National Association of Royalty Owners, and is working toward completing his Certification in Mineral Management. I ...more

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 4:30 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 4:30 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 4:30 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 4:30 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 4:30 PM