AXIOM Financial Advisory Group
7373 E. Doubletree Ranch Road, Suite 170
Scottsdale, AZ 85258
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AXIOM Financial Advisory Group leads a coordinated team of experienced professionals in various disciplines to manage the financial aspects of your life. We carefully evaluate your particular situation to create a comprehensive financial plan to reach your desired outcomes. When you already have certain professional advisors (CPA, attorney, business advisor), we work in close coordination with them. If you don't already have a complete professional advisory team, we help you build it.
Armando G. Roman, CPA/PFS, MBA is the Wealth Management team leader at AXIOM Financial Advisory Group. Armando has 30 years experience providing professional financial management and advisory services for families and businesses. Prior to founding AXIOM in 2001, Armando operated ROMAN & COMPANY CPA'S, P.C., a public accounting and consulting firm which he sold in 2007. Armando's experience includes service with the international consulting firm Laventhal & Horwath. Armando enjoys following his daughter's high school sports, spending time with his two college sons (whenever possible), running and being involved in the community.
Thomas J Marki, CPA is a Financial Advisor at AXIOM Financial Advisory Group. Tom has 11 years experience providing professional financial management and advisory services for individuals, families, and businesses. Prior to joining the team at AXIOM in 2015, Tom worked as a Tax Associate with local tax preparation and accounting firms from 2011 to 2015. Tom is a native Arizonan who enjoys its great weather and in his off time you can find him hiking, mountain biking, or playing a round of golf.
Registered Representative offering securities and advisory services
Licensed to sell securities in the following states: AZ, CA, NC, NM, & TX
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