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Brandon Vecchio

Brandon Vecchio

Financial Advisor and Co-Founder/Senior Wealth Advisor at Axios Financial Group, specializing in financial planning for maritime, oil & gas, and small-business clients.

Oct 6, 2026

16:48
Can we talk about the role of a financial advisor and why we should consider having one?
16:54
Mm-hmm.
16:56
Yeah.
16:56
So with, with a financial advisor, y- what I, what I do is I'm an unlicensed financial therapist licensed in investments, financial planning, and, and some insurance planning.
17:10
Okay? So there is, like, that aspect, but i- in terms of what we do, there's financial planning, and there can be wealth management, and I do feel that those should be treated separately.
17:19
So one of the barriers to entry a lot of time is like, "Hey, we don't have wealth to manage," right? And it's like most 25-year-olds and 30-year-olds don't have a million dollars of investable assets.
17:28
I love when we get those calls, but they're, they're not super common, right? So really, like, I see maybe two or three camps that folks will fall into of where, like, what we do makes sense is, one, they are struggling, right? They need to have those hard conversations where, like, it's not...

28 MINS LATER

45:17
... can give everyone listening?

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