Business owners face many unique challenges in starting the business, growing the business, and eventually transitioning that business to a buyer or to the next generation. Each step of the way, challenges and opportunities present themselves.  


We work with business owners to help solve issues such as:

  • How to reduce taxes
  • How to retain key employees
  • How to help minimize the tax bite when you sell your business
  • How to protect your business
  • How to maintain your lifestyle after selling your business


For business owners, we provide various solutions to assist which may include:

  • Employee group benefits
  • Key person life insurance
  • Life insurance for buy / sell agreements
  • Defined benefit, profit sharing and 401k plans
  • Non-qualified retirement plans
  • Deferred compensation plans 













































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: AR, AZ, 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.





AXIOM Financial Advisory Group, LLC

7373 E. Doubletree Ranch Road, Suite 170

Scottsdale, AZ 85258





Schedule a Discovery Meeting

















Armando G. Roman 


Wealth Manager



















Thomas J. Marki


Financial Advisor
















































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