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

Wealth Preservation

There comes a time when preserving wealth is the highest priority, whether the wealth is $2 million or $200 million.

 

We understand. You don't want to lose any money. That's when being independent financial advisors provides us the most flexibility to meet your wealth preservation goal. Being independent, we have an open platform to serve you. We utilize best-in-class money managers from across the entire investment spectrum to help manage your net worth. We utilize a combination of modern portfolio theory, tactical money management, various insurance strategies and a diverse suite of nontraditional, nonmarket correlated investments designed to meet your wealth preservation goal.

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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