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OUR MISSION

To attain peace of mind and enhance financial well being by providing holistic, customized financial planning integrating professional disciplines in collaborative partnership with the client. 

WHAT SETS US APART

 

We Develop a Plan that is personally customized 

to your lifestyle

We help you know you're on track

We help you live with clarity

CPA's are doing the work

CORE VALUES

 

 

The Needs of the Client come first

Excellence

Expertise

Hard Work

Continuous Improvement

Collaboration/ Team Work

OUR CLIENTS

C-Suite Corporate Executives and Successful Professional Business Owners.

 

 

AXIOM

An independent wealth management firm providing comprehensive personal financial planning, professional investment portfolio management and company retirement plans.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Check the background of this firm on FINRA’s BrokerCheck at FINRA brokercheck.

Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. AXIOM Financial Advisory Group, LLC and IFG are unaffiliated entities.  Licensed to sell securities in the following states: AZ, AR, CA, CO, FL, NC, NM, TX.

The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete, or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

 

 

 

 

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