Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Thomas M

Series 63, Series 66

Scottsdale, AZ

Axiom Founders Family Office

Thomas Marki is a financial advisor at Axiom Founders Family Office, Inc. based in Scottsdale, AZ. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. Prior to his current role, he worked at Independent Financial Group, LLC for several years. Outside of advisory work, he is involved with Axiom Risk Management, LLC, where he performs insurance production activities. Axiom Founders Family Office provides fee-based investment advisory and financial planning services to individuals, trusts, estates, and plan sponsors. The firm employs a tactical allocation approach aimed at managing risk and optimizing performance, utilizing a variety of investment instruments and third-party managed-account programs tailored to client objectives.

Wealth management Tax strategies for small businesses Business ownership considerations Founder/Business Owner
user avatar
firm logo

Armando R

Series 66

Scottsdale, AZ

Axiom Founders Family Office

Armando Roman is a financial advisor at Axiom Founders Family Office, Inc. with 24 years of industry experience. He holds a Series 66 designation and has previously worked with Independent Financial Group, LLC and Axiom Financial Resources, Inc. Roman is also the owner of a tax preparation and accounting firm and serves as treasurer for the Arizona Hispanic Chamber of Commerce. Additionally, he chairs the investment management committee for the Roman Catholic Diocese of Phoenix and manages educational and business valuation entities in Scottsdale. Axiom Founders Family Office provides fee-based investment advisory and financial planning services to individuals, trusts, estates, and plan sponsors. The firm employs a tactical allocation approach aimed at risk reduction and performance enhancement, offering personalized services including discretionary portfolio management, Personal CFO support, and retirement plan consulting.

Wealth management Tax strategies for small businesses Business ownership considerations Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")