Our Mission

Client Centered

Ixonia Wealth Management focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short- and long-term objectives. By building a lasting, personal relationship with you, we're able to help you anticipate needs and plan for the future. 

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Planning for your financial future is one of the most important things you will ever do, so having access to resources and objective guidance from a financial professional can be invaluable.

Our History

Since 1994, Ixonia Wealth Management has been helping members of the community focus on financial security. We are proud to partner with LPL Financial, one of the nation's leading financial services companies.

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