Fiducient Advisors Acquires Axia Advisory

Wealthspire 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 (AUM) or advisement (AUA).

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.