AXIOM Financial Advisory Group

7373 E. Doubletree Ranch Road, Suite 170

Scottsdale, AZ 85258

480.367.9000

info@axiomcorp.com

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Armando G. Roman CPA/PFS MBA

Wealth Manager

Thomas J Marki CPA

Financial Advisor

AXIOM FINANCIAL ADVISORY GROUP LLC is an independent wealth management firm providing comprehensive personal financial planning,  professional investment portfolio management and company retirement plans to help preserve and grow net worth.

OUR CLIENTS are corporate executives, professionals and business owners, retirees and near-retirees.

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, account minimum $1,000,000

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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