Five Star award winner Wes Heinrichs

PROFESSIONAL ACCOMPLISHMENTS

AWARDS

Five Star Wealth Manager Award Winner 2022, 2023 2024, and 2025
Certified Estate Planner
Certified Financial Planner
Certified Personal Retirement Specialist

Financial planning goes beyond numbers and statements. It involves understanding what truly matters to you and helping you make decisions that align with your goals, values, and life story. This is why I like to describe myself as a financial counselor. I care as much about what’s happening outside your bank account as I do with what’s inside it. Building trust and creating a meaningful connection is the foundation of how we’ll work together.

After years in larger firms, I realized I wanted something different - a space where I could focus entirely on fostering relationships and providing personal, values-driven support that can transform someone’s financial life. That’s why my partner and I launched Axio Wealth Strategies. We’re based in Georgia, where most of our clients reside, but we work with people all over the country, both in person and virtually. Our approach is flexible because I want to meet you where you are—literally and figuratively.

Personally, I’ve learned that happiness isn’t about making millions but about being smart with what you have and finding balance in life. Outside of work, I prioritize my health and fitness and bring that same energy to my professional relationships. At the end of the day, I’m here to help you not only manage your money but feel proud and in control of the years to come.

I specialize in Comprehensive Financial Planning, Retirement Planning, Tax Planning, Investment Management, and Estate Planning.

I currently live in Atlanta and enjoys spending time with his friends and family. I am very active and love being outdoors, including running, hiking, and fishing. I like anything to do with sports, whether it is cheering on the Georgia Bulldogs or participating in men’s amateur leagues.

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This award was issued on 09/01/2025 by Five Star Professional (FSP) for the time period 11/27/2024 through 05/01/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3842 Atlanta-area wealth managers were considered for the award; 226 (6 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 3,508, 249, 7%, 9/1/24, 11/14/23 - 6/10/24; 2023: 3,209, 237, 7.39%, 9/1/23, 11/14/22 - 5/31/23; 2022: 3285, 263, 8%, 9/1/22, 12/13/21 - 6/10/22; 2021: 3254, 265, 8%, 9/1/21, 11/30/20 - 6/25/21; 2020: 3314, 268, 8%, 9/1/20, 12/23/19 - 7/10/20; 2019: 3197, 285, 9%, 9/1/19, 12/10/18 - 7/23/19; 2018: 3248, 287, 9%, 9/1/18, 12/29/17 - 7/24/18; 2017: 2378, 301, 13%, 9/1/17, 12/30/16 - 7/14/17; 2016: 2210, 526, 24%, 8/1/16, 2/4/16 - 7/22/16; 2015: 3620, 546, 15%, 9/1/15, 2/4/15 - 7/22/15; 2014: 4433, 560, 13%, 9/1/14, 2/4/14 - 7/22/14; 2013: 2852, 592, 21%, 9/1/13, 2/4/13 - 7/22/13; 2012: 2660, 607, 23%, 9/1/12, 2/4/12 - 7/22/12.

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Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.