Local alliance expands access to personalized financial planning and advisory services.
CONTACTS Pat Daily NWSB CEO (502) 553-0501 pdaily@newwashbank.com Vaughan Scott Axiom Financial Strategies Co-Founder, CEO (502) 500-2242 vaughan@axiomfsg.com
NWSB Forms Strategic Partnership with Axiom Financial Strategies Group
Local alliance expands access to personalized financial planning and advisory services.
Charlestown, Ind. [August 14, 2025] — NWSB has announced a strategic partnership with Axiom Financial Strategies Group, a locally owned registered investment advisory firm based in Southern Indiana. The collaboration enhances the bank’s commitment to serving customers with comprehensive, relationship-focused financial solutions.
The partnership gives NWSB clients direct access to Axiom’s team of credentialed professionals who bring decades of experience in financial planning, investment management, business succession, and retirement strategies. Together, NWSB and Axiom aim to provide an expanded suite of services to individuals, families, and businesses across the region.
“All decisions at NWSB are made here in Southern Indiana, and we’re proud to partner with a team that shares our values, is also based here, and whose decision-makers live and work here,” said NWSB CEO Pat Daily. “Axiom’s expertise complements our mission to strengthen the financial health of the people and communities we serve.”
Axiom was founded in 2009 and became a fully independent registered investment advisor in 2020. The firm’s office has been a fixture on Spring Street in downtown New Albany for more than two decades.
The partnership is also supported by Axiom’s long-term relationship with Merchant Investment Management, a strategic growth partner to Axiom and over 100 independent advisory firms nationwide. Merchant provides long-term capital and operational support to growth-minded RIAs and essential service providers across the financial ecosystem.
“This partnership reflects our mutual commitment to relationships, doing the right things to ensure we remain among the most trusted professionals our clients work with, and to providing sound long-term financial guidance,” said Axiom CEO Vaughan Scott. “We’re excited to serve NWSB clients and communities together with the care and expertise they deserve.”
All investment advisory services for NWSB customers will be provided exclusively by Axiom and its advisors. The firm will also offer financial education opportunities and events. Some of these will be open to the public, including those who are not customers of NWSB. In some cases, NWSB may receive compensation for referrals, which will be fully disclosed as is required of properly registered investment advisory firms.
Both organizations share a commitment to deep community relationships, transparency, outstanding service, and helping their clients ensure that their financial futures are as secure as possible. This partnership is the latest example of how NWSB is investing in ways to grow with its customers while, staying true to its century-long local legacy.
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