Auxin Group Wealth Management, LLC, is an independent advisory firm specializing in financial planning and investment management. Based in Northeast Ohio, we are trusted by successful individuals and families nationwide to create and implement customized plans to accumulate, maintain, and distribute assets.
The Auxin Group name explains our philosophy best. Auxins are hormones that help guide plant growth. They affect the processes that allow a plant to follow the sun and gain the most energy. This is similar to how Auxin Group meets the needs of our clients. We envision our clients' financial goals as the sun. Our job is to serve as auxins - always guiding our clients toward the sun, regardless of changes in the market or personal circumstances.
This is significant because, at Auxin Group, our clients are not just numbers. We know our clients. We like our clients. We enjoy working with them and their families, from generation to generation. As a result, we grow to really understand our clients' unique and complex needs. By truly valuing client relationships, Auxin Group is able to offer a unique and discreet experience - one with tailored, long-term solutions.
Johnathan Roberts
CPA
Johnathan Roberts joined Auxin Group in 2021 as an investment advisor and financial planner after years of practicing as a Certified Public Accountant for both national and regional firms. During his time in accounting, John focused on the tax preparation and planning needs of individuals and business entities. This experience allows John to view financial planning and investment management through a different lens than most other advisors. "Tax implications should not form the entire basis of an investment decision," according to John, "but strategic moves based on careful tax considerations can have a substantial impact on a client's long-term wealth."
John's practice focuses on individuals and business owners nearing, or in retirement. He concentrates on designing client plans that emphasize a desirable end goal for assets accumulated over a lifetime of work. Ultimately, a client's desires will serve as the guiding force in plan design, however helping them identify and understand their true risk tolerance is paramount to what John does.
John is an active member and current vice president of the Rotary Club of Fairlawn. He lives with his wife and son in Copley, OH. He is also a lifelong supporter of Liverpool FC.
Benjamin Tegel
CRPC
With a background in security analysis and data management, Ben Tegel, focuses on individuals, business owners, and wealthy families planning for or at retirement. He concentrates on tax-efficient investing and researching risk-managed investments that fit the continually changing global markets and economy. "I thrive on helping people through important decisions in their lives," shares Ben, "and seeing the freedom that building their wealth provides them."
Ben launched his financial advisory practice in 2005 before co-founding Auxin Group in 2015. Prior to starting his own practice, Ben worked for Morningstar, Inc., a leading provider of independent financial research and analysis, as well as Merrill Lynch and UBS.
Ben earned an economics degree from the University of Chicago in Chicago, IL, where he played football. He also is a 2009 recipient of the Greater Akron Chamber's "30 for the Future" award, which honors young professionals whose stellar contributions impact their industries and the Greater Akron Region.
Ben is currently completing his Certified Financial Planner designation, a professional certification for financial planners conferred by the Certified Financial Planner Board of Standards. He is a lifetime trustee of the Akron Children's Museum, board member for Akron Cooperative Farms, and founder of the Outdoor Classroom in Akron and Morningstar Market Prep in Chicago.
A resident of Bath, Ben lives with his wife Tessa, two sons and dog Hershey. He enjoys playing basketball, football and chess.
Matthew Burnham
As a managing partner and seasoned financial advisor, Matt Burnham offers strategic guidance to high net worth individuals, executives and business owners in the areas of wealth preservation, investment management, and wealth distribution strategies. "Everything stems from the end goal," explains Matt. "I start by working with clients to identify where they want to get to, and then structure everything based on that end goal."
Prior to co-founding Auxin Group in 2015, Matt worked at two of the largest investment firms in the world. He attended The University of Akron and Kent State University, studying biology and history respectively.
Today, Matt serves as vice president and a board member of the Foundation for Geauga Parks and a finance committee member for the Little Traverse Conservancy, a land trust in northern Michigan. A resident of Bainbridge Township, OH, Matt lives with his wife, two children and Clover the Great Dane. He enjoys soccer, fishing, running, hiking and camping.
General Information |
Firm Start Year: | 2015 | |
No.of Employees: | 5-9 | |
Name of Broker/Dealer: | Purshe Kaplan Sterling |
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 |
Work with the following types of clients: | Individual Investors |
Advisory Services Provided: | Wealth Management, Investment Advice & Management, Financial Planning |
Services |
Investment Types: | Mutual Funds, Stocks, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI) |
Can meet clients in the following ways: | Our Office, Via Phone, Via Email, Video Conference, Your Home, Your Office |
Qualifications & Memberships |
Insurance and Annuity Licenses: | Annuity, Life, Variable Life, Long Term Care, Variable Annuity |
Firm Information |
Firm's Number of Clients: | 300 |
Compensation and Fees |
Fee Structure: | Fee-Based |
Minimum Portfolio Size for New Managed Accounts: | $100,000 |
Compensation Methods: | Based on Assets |
Fee % Based on Assets: | 1.1% |
Board Positions |
Organization : | Fairlawn Rotary Club |
Position : | Vice President |
Duration : | 07/01/2021-Present |
Education |
History | University of Mary Washington
- Fredericksburg, VA 08/01/2004-05/15/2006 |
FAQs |
Why should I choose you as my financial advisor?Auxin Group offers big investment firm advice through a more intimate client experience. And we do it by valuing quality over quantity. In fact, our service model ensures a consistent level of client attention, from our people to our systems and organization as a whole. Auxin Group provides clients the same level of technology and expertise as much larger firms. From technology to personnel, we are consistently researching and adding new resources to enhance the client experience. This forward-thinking approach - combined with our youthful, yet experienced team - well positions Auxin Group to grow with clients over time. |
If you are going to manage my account, will you obtain my permission every time you buy or sell something?In most cases all investment decisions are discussed in advance with each client, although we can provide both discretionary and non-discretionary investment management. This allows our clients to be involved in the investment decisions to the degree that they are comfortable. |
How many clients do you currently manage?We manage assets for roughly 300 clients. |
Will you be the only person working with me?When you partner with us, you will be collaborating with a carefully selected team of professionals. All of the team members at Auxin Group are dedicated to providing an intimate, discreet client experience. |
Have you ever been charged with any breaches?No. Auxin Group Wealth Management prides itself on discretion, honesty, and integrity. |
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
Mon. | 8:30 AM - 4:30 PM |
Tue. | 8:30 AM - 4:30 PM |
Wed. | 8:30 AM - 4:30 PM |
Thu. | 8:30 AM - 4:30 PM |
Fri. | 8:30 AM - 4:30 PM |
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