Axiom Founders Family Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$28,582,880
Clients
20
Advisors
2
of 2 employees
About
AXIOM Founders Family Office provides fee-based investment advisory and financial planning services to individuals and families — including high‑net‑worth clients — as well as to plan sponsors, trusts and other entities. The firm offers portfolio management on a discretionary and non‑discretionary basis and may recommend or oversee third‑party sub‑advisors through managed account programs.
AXIOM’s investment approach emphasizes a tactical allocation strategy aimed at reducing risk and improving performance, using fundamental and cyclical analysis and a mix of listed securities, mutual funds, debt instruments and annuities. The firm supplements portfolio management with ongoing, hands‑on services such as customized financial plans, personal chief financial officer support, periodic account reviews and a proprietary Founder’s Stress Test tied to families’ stated goals.
Notably, AXIOM is affiliated with an insurance distribution entity (AXIOM Risk Management, LLC) and with a business valuation affiliate (Scottsdale Valuations, LLC), and its investment adviser representatives are licensed to offer insurance products — a structure that creates referral and compensation relationships that differ from many peers. Combined with a small client base and the availability of intensive, fixed‑fee engagements and qualified retirement plan consulting, the firm presents a family‑office style model focused on coordinated advice across insurance, valuation, tax and investment services.
Client services
Expertise
Occupation focus
Fee options
Financial planning services fixed fee range: $15,000 to $50,000 per plan; Personal CFO services fixed fee range: $48,000 to $180,000 per annum; Founder’s Stress Test fixed fee range: $50,000 to $100,000; Additional non-investment duties on project basis with agreed flat fee
Up to 2.5% per annum, payable quarterly in advance, negotiable at sole discretion of Advisor
Commissions received from insurance products sold through AXIOM Risk Management, LLC, separate from advisory fees
Financial planning services hourly rate: $500 per hour
Fee-only: Fixed fees for investment advisory services, financial planning, personal CFO services, Founder’s Stress Test, and qualified retirement plan consulting services
Main office
7373 E. Doubletree Ranch Road, Suite 170
Scottsdale AZ 85258
Advisors at this office
2
Most active in
Arizona · Texas
Also doing business as
Axiom Financial Resources · Axiom Financial Resources, Inc. · Axiom Founders Family Office · Axiom Founders Family Office, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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.
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.
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