In estate planning, it's all about What's Most Important To You?

Estate Planning

Our role in the estate planning process is to help you walk through the process, to see that it gets done in accordance with your goals and desires.  This is how we help protect your family, protect your net worth and help you attain stated objectives.


There is no "one size fits all". Each estate plan must be carefully constructed with you, your family and your desired outcomes in mind.  Expert legal counsel must be engaged.  If your estate planning is not complete yet, we'll get you matched up to appropriate legal counsel. If you already have appropriate legal counsel, we will coordinate with your attorney to perform our work in alignment with your estate planning directives.   






















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





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Armando G. Roman 


Wealth Manager



















Thomas J. Marki


Financial Advisor
















































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