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 serves individuals (including high-net-worth clients), trusts, estates, charitable organizations, businesses, and retirement plans, delivering wealth management, discretionary investment management, financial planning, and retirement plan advisory services. The firm provides comprehensive planning and ongoing portfolio supervision, and may also implement portions of client portfolios through unaffiliated independent managers. Axiom constructs customized, tax-aware asset allocations using a mix of active and passive strategies—primarily ETFs and mutual funds but also individual stocks, bonds and options when appropriate—and relies on qualitative, quantitative and technical analysis to monitor and rebalance portfolios. The firm generally takes a long-term approach while permitting shorter-term trades for rebalancing, cash needs, or changing risk exposures, and documents investment policies and client-imposed restrictions in writing. What distinguishes Axiom from many peers is that it sponsors a wrap-fee program that combines transaction costs with an asset-based advisory fee and it provides retirement-plan participant enrollment and education tracking as part of plan services. The firm also discloses that several advisory persons are registered representatives of Integrity Alliance and that it maintains institutional relationships with custodial and trading platforms (Trade-PMR and Schwab) and engages paid promoters—arrangements the brochure identifies as potential conflicts of interest that the firm discloses and seeks to manage.
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
| 25
| |
New Albany, IN
| 1
| |
New Albany, IN
| 1
| |
New Albany, IN
| 25
| |
New Albany, IN
| 1
| |
New Albany, IN
| 27
|
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