A complete list of active advisors currently associated with Axiom Financial Strategies Group, LLC
Warmer can help you find a great advisor at Axiom Financial Strategies Group, LLC or one who fits your needs even better.
Axiom Financial Strategies Group provides wealth management, investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high‑net‑worth clients, trusts, estates and plan sponsors. The firm also offers retirement‑plan oversight and participant education alongside its advisory engagements. Axiom constructs customized, goal‑oriented portfolios with a predominantly long‑term focus, blending active and passive strategies—principally mutual funds and ETFs—and may use individual stocks, bonds, options or unaffiliated independent managers to meet client objectives. The firm applies qualitative, quantitative and technical analysis, delivers discretionary portfolio management, and conducts ongoing monitoring and rebalancing. The firm is notable among peers for sponsoring a wrap fee program that consolidates transaction costs into a single asset‑based fee and for providing educational seminars and plan participant education as part of its retirement services. Several advisory persons are also registered representatives of Integrity Alliance and licensed agents of affiliated Spring Street Solutions, LLC (and Axiom is affiliated with Next Chapter Institute, LLC for business consulting); the brochure discloses these dual roles and related referral and commission arrangements and describes procedures intended to mitigate the resulting conflicts of interest.
To learn more about the advisors currently working at Axiom Financial Strategies Group, 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.
Name |
Location |
Years of experience |
|---|---|---|
New Albany, IN
| 26
| |
New Albany, IN
| 1
| |
New Albany, IN
| 2
| |
New Albany, IN
| 1
| |
New Albany, IN
| 0
| |
New Albany, IN
| 27
|
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