A complete list of active advisors currently associated with Axiom Wealth Strategies, LLC

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

Axiom Wealth Strategies, LLC provides discretionary portfolio management and comprehensive financial planning to a mix of individual and high-net-worth clients, as well as pension plans, trusts and small businesses. The firm’s advisory offering centers on a Strategic Wealth Management program complemented by written financial plans and access to affiliated tax-preparation services. The firm employs both fundamental and technical analysis and implements a mix of long-term, short-term and trading strategies; its disclosures specifically describe the use of options strategies (including covered calls and spreads) and note the use of derivatives in managed accounts. Financial planning is built from in‑depth interviews and client-supplied data, with portfolio reviews of managed accounts conducted at least annually. Axiom uses consumer-facing endorsement and referral channels, including paid memberships and advertising relationships with services such as SmartVestor™, SmartAsset, and WiserAdvisor, and discloses referral arrangements with a retirement platform that compensate the firm for plan referrals. It also participates in industry educational events and receives custodial and practice‑management support from its clearing firm, arrangements the firm discloses as potential conflicts of interest.

To learn more about the advisors currently working at Axiom Wealth Strategies, 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
Grant Finter	Bend, OR	2
Neal Richards	Bend, OR	18

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