Partnering with Purpose
Firm Value Creation
Axiom has a combined 50+ years in wealth management advisory and has successfully navigated going from broker dealer to the independent channel. Additionally, Axiom has navigated the partner buyout process.
Axiom recognizes and has invested in the team to offer unparalleled support. No matter the stage you are, Axiom is interested in valuing and/or partnering in your firm.
Growth Capital
Advisory practices go through many stages and capital is important at each phase. Axiom will extend investment capital to aid in your practice’s next evolution.
Succession Planning
Axiom has built a firm of advisors with varying goals. Axiom has the capability to service existing books while offering tenured advisors the ability for a financial event.
Who We Are
Axiom FSG is a regionally based independent RIA headquartered in New Albany, IN (Louisville, KY) backed by a minority partner with wide industry reach (into valued industry services companies), a long-term focus, and a growing international reach. Axiom seeks to collaborate, and potentially partner, with like-minded financial advisory firms and practices to offer 1) Firm Value Creation opportunities, 2) Growth Capital and 3) Succession Planning.
Axiom is interested in distinct regional markets with firms that are present and contributory to their communities. Axiom seeks to make long term partnerships backed by long-term capital partner.
Target Firms $50M solo practicioner to $250M practice
Axiom’s suite of services caters to those advisors that want to be part of a bigger team and/or that desire to merge into a broader firm expand our collective capabilities.
Community Focused
Axiom is and seeks Advisors that are deeply rooted in their communities.
Succession Planning
Axiom recognizes the average age of today’s Financial Advisor is 58 and only 4% of today’s rising talent is considering a role in Financial Services. Axiom is actively building a bench of Advisors along with an Internship model with regional Universities to further strengthen the rising talent.
Merchant
Merchant is a strategic and capital partner to thriving financial services companies that are run by founders and entrepreneurs focused on growth. Our simple approach, people-focused, and long-term capital yields true alignment.
Since their inception in 2016, Merchant has partnered with industry-leading wealth management firms and service providers, focusing their team and capital on driving growth, operational scale, and new opportunities.
