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

Fiduciary

Per the Cambridge dictionary fiduciary means relating to the responsibility to take care of someone else's money in a suitable way.  AXIOM firm founder Mr. Roman has served as a fiduciary, as a trustee and director, for nonprofit organizations for two decades. Following are several nonprofit organizations Mr. Roman has served:

  • Valley of the Sun United Way, Director
  • The Arizona Society of Certified Public Accountants, Chairman of the Board of Directors
  • Maricopa Integrated Health Systems, Chairman of Audit Committee
  • The Catholic Diocese of Phoenix, Investment Committee
  • National CPA Financial Literacy Commission of the American Institute of CPA's
  • Arizona Hispanic Chamber of Commerce, Treasurer
  • Jewish Family and Children's Service, Treasurer
  • Maricopa Community College District, Chancellor's Native American Advisory Committee
  • Arizona State University, Dean's Business Advisory Council
  • Friends of Public Radio Arizona, Founder and Treasurer
  • Arizona Commission of Indian Affairs, Commissioner
  • Arizona Native American Economic Coalition, Director

In recent years, fiduciary is tossed about as something new, something almost revolutionary in the financial services profession. To us, fiduciary is how we do business. It's how we conduct ourselves, how we serve clients. We've been practicing fiduciary for decades.

Congressional visit to Capitol Hill on behalf of the CPA profession. From left, Michael Lemme, Senator Ben Nighthorse Campbell, Karen Abraham, Armando Roman.

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, CA, 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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