AXIOM FINANCIAL ADVISORY GROUP LLC is an independent wealth management firm providing professional investment portfolio management, retirement planning, risk management and other services to help preserve and grow a client's net worth. AXIOM incorporates various strategies to serve our high income, high net worth clientele.
OUR CLIENTS are mid 30's and above, high income high net worth business owners / professionals, retirees and pre-retirees, and corporate executives.
OUR CORE PURPOSE is to provide confidence that wealth is being preserved and grown in a conservative, prudent, tax-efficient manner.
WHAT SETS US APART is how we provide a professional team advisory approach utilizing various subject matter experts to manage your total net worth.
New client relationships accepted by referral, accounts over $1,500,000.
Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org/
Registered Representatives offering securities and advisory services through Independent Financial Group, LLC, a registered broker-dealer and investment advisor. Member FINRA SIPC. AXIOM Financial Advisory Group, LLC and Independent Financial Group, LLC are not affiliated. Office of Supervisory Jurisdiction: 12671 High Bluff Dr., Ste. 200, San Diego, CA 92130. This material is not intended to provide specific tax, legal, or other professional advice. The services of an appropriate tax or legal professional should be sought regarding your individual situation. Licensed to sell securities in the following states: AZ, CA, NM, TX, NB, NY, OR, WA, NC