AXIOM Financial Advisory Group LLC                              Scottsdale AZ                                 Tel (480) 483-1031

Preserving... Growing... Managing Your Wealth

 
 
 
 
Armando G. Roman CPA/PFS MBA
Founder and Managing Principal
 

AXIOM FINANCIAL ADVISORY GROUP LLC is an independent wealth management firm providing professional investment portfolio management, retirement planning and other services to preserve and grow a client's net worth. AXIOM incorporates various strategies to serve the high income, high net worth individual and highly profitable business owner.

OUR CORE PURPOSE is to provide peace of mind that wealth is being preserved and grown in a conservative, prudent, tax-efficient manner.

OUR CLIENTS are age 40 and above, high income high net worth individuals, highly profitable business owners, professional and medical practices, corporate executives, near retirees and retirees.

WHAT SETS US APART is how we work to preserve and grow your total net worth, how we look at your financial picture based in large part on the 25 years experience that Mr. Roman brings to the firm.

New client relationships accepted by referral only, accounts over $1,500,000.

 

AXIOM Financial Advisory Group, LLC
8777 E. Via de Ventura, Ste. 140
Scottsdale, Arizona 85258
Tel (480) 483-1031
info@axiomcorp.com
 




Friday, January 27, 2012



Registered Representatives offering securities and advisory services through Independent Financial Group, LLC, a registered broker-dealer and investment advisor. Member FINRA/SIPC. AXIOM Financial Advisory Group, LLC and Independent Financial Group, LLC are not affiliated. Office of Supervisory Jurisdiction: 12636 High Bluff Dr., Ste 100, San Diego, CA 92130. This material is not intended to provide specific tax, legal, or other professional advice. The services of an appropriate tax or legal professional should be sought regarding your individual situation. Licensed to sell securities in the following states: AZ, CA, HI, IA, ID, NM, OR, WA, WV.