$1.9 billion retirement plan consultant in Indianapolis joins growing national platform

NEW YORK--(BUSINESS WIRE)--

Wealthspire, an independent wealth management, institutional advisory, and business management firm, today announced that Fiducient Advisors has completed its acquisition of Axia Advisory, an Indianapolis-based retirement plan consulting and investment advisory firm with $1.9 billion in assets under management or advisement.*

The addition of Axia Advisory reflects the continued growth of Wealthspire’s institutional business and its strategy of partnering with firms that deliver high-quality retirement plan advice and fiduciary support. As part of Wealthspire, Axia’s clients will benefit from expanded access to institutional investment resources, broader research capabilities, and integrated wealth solutions designed to support both plan sponsors and individual participants.

Founded in 1992 by Keith Shadrick, Axia Advisory provides comprehensive retirement plan services, including plan design, fee analysis, QDIA consulting, employee education, provider oversight and search, investment selection and monitoring, and fiduciary governance. The firm also offers investment consulting, discretionary investment management, and custom investment solutions. Additionally, Axia’s private wealth segment delivers portfolio management and financial planning for individuals and families.

“Keith and the Axia Advisory team have built a highly respected practice rooted in deep client relationships and fiduciary excellence,” said Mike Goss, chief revenue officer and president of Wealthspire Institutional. “Their experience serving retirement plan sponsors and participants, along with private wealth capabilities, makes them a strong cultural and strategic fit for our platform. We are excited to support their continued growth with expanded resources, research, and technology.”

“I’ve spent my career helping retirement plan sponsors and participants navigate an increasingly complex landscape,” said Keith Shadrick, president and senior consultant at Axia Advisory. “As part of Wealthspire, we can build on that foundation while enhancing our capabilities across retirement and private wealth and positioning the firm for long-term growth.”

Axia Advisory will continue to operate from its Indianapolis office, providing continuity for clients while gaining access to Wealthspire’s broader platform, resources, and national reach.

About Wealthspire

Wealthspire is an independent wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey.

Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.

For more information, visit www.wealthspire.com.

*Data represents assets under management or advisement for Axia Advisory as of 12/31/2025.

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Source: Wealthspire