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 with Axiom Founders Family Office in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Axiom Founders Family Office since 2021 and at Axiom Risk Management, LLC since 2022. Marki’s activities include insurance production through Axiom Risk Management. Axiom Founders Family Office provides fee-based investment advisory and financial planning services to individuals, families, plan sponsors, and trusts. The firm uses a tactical allocation strategy incorporating fundamental and cyclical analysis and offers portfolio management alongside financial planning and personalized support.
Armando R
Series 66
Scottsdale, AZ
Axiom Founders Family Office
Armando Roman is a financial advisor with Axiom Founders Family Office in Scottsdale, AZ, holding a Series 66 license and 25 years of industry experience. He has previously worked at Independent Financial Group, LLC, and Axiom Financial Resources, Inc. Roman is also involved in tax preparation and accounting through his own firm, Armando G Roman, CPA, and serves as treasurer of the Arizona Hispanic Chamber of Commerce as well as chairman of the investment management committee for the Roman Catholic Diocese of Phoenix. Axiom Founders Family Office provides fee-based investment advisory and financial planning services to individuals, families, plan sponsors, and trusts, emphasizing tactical asset allocation that incorporates fundamental and cyclical analysis. The firm integrates portfolio management with personalized services, including a proprietary Founder’s Stress Test, and operates alongside affiliated entities specializing in insurance and business valuation.
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