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. Mr. Roman has 30 years experience providing professional financial management and advisory services for families and businesses. Prior to founding AXIOM in 2001, Mr. Roman operated ROMAN & COMPANY CPA'S, P.C., a public accounting and consulting firm which he sold in 2007. Mr. Roman's experience includes service with the international consulting firm Laventhal & Horwath.