Axiom Wealth Management

It’s more than business;
it’s personal.

Axiom is an independent financial planning and investment management practice built on the established pillars of integrity, value and education.

Get in touch

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Helping you define needs, goals and dreams.

Axiom is an independent financial planning and investment management practice built on the established pillars of integrity, value and education. Here, the priorities are simple:

Clarify the complexities of a dynamic financial climate
Identify, focus, and accomplish your financial goals
Develop plans to provide you with agency and confidence in your financial future.

Axiom's average client relationship exceeds 20 years. Two or more generations of the families we serve represent more than half our client base. Our clients value the work and advice provided to help make their financial goals clear and attainable and their families financially confident.

Financial Planning &
Investment Management

We develop straightforward, comprehensive financial plans and investment strategies through our process-driven systems incorporating the flexibility needed to adjust to ever-changing markets.

Retirement Planning

We solve for the many variables of retirement planning - social security planning, pension planning, generating tax-efficient income and outlining plans that allow our clients to live in comfort and dignity for as long as needed.

Education Planning

We work with our clients and their families to maximize all available opportunities in providing for the education of future generations.

Estate Planning

We coordinate with our clients and their advisors to effect the efficient, tax-effective and cost-effective transfer of wealth to future generations.

Our Guiding Principles

Regardless of the challenges you face, Axiom helps you achieve financial confidence. Relying on our core principles, we help you define your goals, and build a plan resilient to the challenges of risk and time.

Connection

The best business model is one based on relationships, not transactions.

Transparency

Communicating clearly, openly, and honestly with clients is of the utmost importance.

Perspective

Peaks and valleys don't count. An advisor is not a genius when markets rise and is not incompetent when they fall.

Stability

Planning and investment decisions are made using strategic and tactical plans, not emotional reactions and responses.

Seth M. McHenry, CRPC

Managing Director, Axiom Wealth Management
Financial Advisor, Registered Principal, LPL Financial

Seth, a 34-year veteran of the financial services industry, and his wife Nancy live in Yardley, PA where they raised their three children Scott, Shannon and Ryan. Fourth-generation Bucks County residents, they celebrated their 36th wedding anniversary in June, 2023.

As a Life Member of the National Eagle Scout Association, Seth has served in many Scout leadership roles, and currently serves his church as a member of the Board of Trustees and Finance Committee. In his spare time, Seth can be found reading, swimming, running with his dogs, and enjoying weekends at the beach in Barnegat Light, NJ.

Bucknell University, B.A., History and Classics, 1987
The College for Financial Planning, CRPC, 2005
Securities registrations held through LPL Financial:
Series 7, 24, 63 and 65

Get in touch

The best way to learn more about what Axiom can do for you is to get in touch. Reach out through the secure form, or feel free to use any of the following forms of contact.

seth.mchenry@lpl.com

(215) 321-4300

The LPL Financial registered representatives associated with this website may discus and or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

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