A complete list of active advisors currently associated with Axiom Paragon Services LLC

Warmer can help you find a great advisor at Axiom Paragon Services LLC or one who fits your needs even better.

Axiom CPA serves individuals, high‑net‑worth clients, and businesses by providing tax, accounting, and related business‑planning services and by referring clients to unaffiliated investment adviser firms. The firm is registered as an investment adviser for the purpose of making solicitor referrals and does not itself provide discretionary asset management, wrap‑fee programs, or ongoing portfolio management. Rather than managing client assets, Axiom CPA places clients with a select number of third‑party investment advisers under written solicitation arrangements; those third parties are responsible for custody, trade execution, investment decisions, and proxy voting. The firm discloses that it receives referral (solicitor) compensation from recommended managers, does not have custody or discretionary authority, and does not provide ongoing account monitoring. Axiom CPA’s structure — a CPA practice that is also registered as an investment adviser solely to refer clients — is atypical for firms in the investment manager category and distinguishes it from peers that directly manage pooled or institutional assets. It reports no assets under management, does not charge percentage‑of‑AUM advisory fees, and combines its referral activity with core accounting and insurance services, which the firm identifies and discloses as potential conflicts of interest.

To learn more about the advisors currently working at Axiom Paragon Services LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.