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 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. Mr. Roman founded AXIOM in 2001. He has 30 years experience providing professional financial management for families and businesses. Mr. Roman's experience includes service with the international consulting firm Laventhal & Horwath, a local public accounting firm and his own public accounting and consulting firms which he operated for 14 years.