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A Holistic Approach to Independent Wealth Management: Insights from Tunde Ogunlana of Axial Family Advisors

The Active Advisor Podcast (Episode 11)

In this episode of The Active Advisor, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Tunde Ogunlana, CFS, CES,  Founder, and Family Wealth Advisor at Axial Family Advisors, an independent wealth advisory firm with a holistic approach to working with its clients. Tunde has over 20 years of experience as a financial planner and advisor. He founded Axial Family Advisors in 2015 after being employed by one of the world’s largest financial services firms. Tunde has been passionate about community and non-profit involvement since the start of his career in 2001 and currently serves on the board of Governors for the Museum of Art Ft. Lauderdale. Join us for a fascinating conversation where we cover the following touchpoints:

  • The role of humility in building a business
  • Building generational wealth 
  • Defining the ideal customer profile
  • Advice for setting up your practice
  • Key skills for advisors
  • Active vs. passive management

Tunde Ogunlana is the Founder and Family Wealth Advisor at Axial Family Advisors, where he applies learnings and insights from a 20-year career in financial planning and advisory. You won’t get to first base without building a team of experts. Wealth advisory starts and ends with understanding the client's needs, meeting them, and sustaining them over the long run. Success is planning for generations, not just years. Tunde is also passionate about working with non-profit organizations like the National Association of Black Accountants, the City of Fort Lauderdale Community Service Board, and the Museum of Art Ft. Lauderdale, where he currently serves on the board of governors. 


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