Axiom is headquartered in New Albany, Indiana, and while our largest concentration of clients reside throughout Southern Indiana and the Greater Louisville area, our client base extends coast to coast. We meet with clients in person, over Zoom, or by phone, making it easy to work together no matter where you live.

Axiom offers the personalized attention and responsiveness of a local firm, paired with the tools and reach of a national firm. We answer our phones, respond promptly, and treat clients as if they live right next door, regardless of where they call home. You’ll never get lost in the shuffle here. What sets us apart is simple: real talent, true dedication, and genuine care for every client we serve.

A fiduciary is a financial professional legally required to act in your best interest, not their own. This is a higher standard than the “suitability standard” many advisors are held to, which only requires a recommendation be acceptable, not necessarily what is in your best interest. As a Registered Investment Advisor (RIA), Axiom is a fiduciary always. Your goals are the basis for every recommendation we make, and we are directly regulated by both national and state regulators.

A fee-based advisor is compensated directly for their services through advisory fees only. These advisory fees are directly proportional to the overall value of the assets we manage on your behalf. A commission-based broker earns money by selling financial products. Because Axiom is advisory fee-based, our recommendations are driven entirely by your goals, not by what pays us the most.

With over 100 years of combined experience in the financial services industry, Axiom’s team offers deep expertise supported by a broad range of advanced credentials and professional designations, including:

CEPA — Certified Exit Planning Advisor

CFA® — Chartered Financial Analyst®

CFP® — Certified Financial Planner®

CPA — Certified Public Accountant

CPWA® — Certified Private Wealth Advisor®

CRPS® — Chartered Retirement Plans Specialist^SM

FPQP® — Financial Paraplanner Qualified Professional^SM

MBA — Master of Business Administration

RICP® — Retirement Income Certified Professional®

Having a team with this depth and diversity of expertise means your financial plan benefits from multiple perspectives — whether you are planning for retirement, navigating a business transition, managing a complex tax situation, or passing wealth to the next generation. Rather than relying on a single advisor’s lens, you have access to a team whose collective knowledge spans the full spectrum of your financial life.

To learn more about each team member’s background and specific credentials, visit our Meet the Team page.

Staying informed shouldn’t feel like a chore. That’s why we send a Monthly Market Insights email to every client, offering clear, timely commentary on what’s happening in the markets and why it matters. You can also access these insights anytime on our website at axiomfsg.com/monthly-market-insights.

When markets get choppy, our door and lines of communication are always open — we’re just a phone call or email away to provide perspective, answer your questions, and help you feel steady and informed.

Absolutely, Axiom views collaboration with other competent professionals as essential to delivering sound and comprehensive advice. Competent CPAs, attorneys, and other trusted professionals bring valuable perspectives to your overall strategy, and we believe the best outcomes come from a coordinated team approach. To learn more, visit our Collaborating with Professionals page.

The best time to start working with a financial advisor is whenever you want greater clarity and confidence with your money. You don’t need to wait for a specific age, income level, or life event. That said, certain major life transitions make the value of a trusted advisor especially clear, often referred to as the “5 D’s”, a framework coined by Robert Reffkin:

Diploma — graduating, starting a career, or sending a child off to college

Diamonds — getting engaged or married, and combining finances

Diapers — welcoming a child and planning for your growing family

Divorce — separating finances and rebuilding your financial plan

Death — navigating inheritance, estate settlement, or the loss of a spouse

Whether you’re approaching one of these milestones or simply want greater clarity of , Axiom is here to help you plan for today and whatever comes next.

Comprehensive financial planning is a coordinated approach to managing every part of your financial life, not just investments, so that all the pieces work together toward your short- and long-term goals. At Axiom, we build each client a personalized roadmap that reviews your full financial picture, including income and retirement goals, investments and assets, debt, insurance (for liability protection, asset protection, and future long-term care needs), and, when appropriate, estate plan development and coordination.

To give you a clearer sense of what goes into an Axiom financial plan, you can download our Financial Planning Checklist — the same document we use to guide conversations with new clients.

Everyone’s financial situation is different: your goals, your timeline, your family, your business. There is no one-size-fits-all answer, and we would never pretend there is.

The best first step is simply a conversation. We will schedule a complimentary consultation to get to know you, understand what matters most, and explore what a personalized financial plan could look like for your specific situation. From there, we handle the heavy lifting — gathering information, analyzing your full financial picture, and building a roadmap tailored to where you are today and where you want to go.

Contact us today or call (812) 913-7701. We look forward to the conversation.

Transition and succession planning prepares a family-owned business for changes in leadership, ownership, or both. It’s about more than choosing the next leader; it’s about protecting the legacy that’s been built over years, sometimes generations. The process involves strategy, governance, communication, and talent development, with the family relationships behind the business at the heart of every decision. At Axiom, we guide families through this process, helping you protect your legacy while positioning the business for long-term success. Whenever needed, we also work closely with other talented business advisors—typically serving as the quarterback of a multidisciplinary team that may include business coaches, valuation experts, CPAs, and attorneys.

It depends on where you are in your journey. Entrepreneurs who haven’t yet built significant personal liquidity or had a successful exit are often focused on reinvesting in growth. Once meaningful liquidity is in place, the priority shifts to a critical balancing act — preserving that liquidity while continuing to grow the value of your businesses. At Axiom, we help entrepreneurs navigate the liquidity-growth balance with strategies tailored to their needs and goals.

A customized employer-sponsored retirement plan is one of the most powerful tools a business has to attract and retain top talent. It offers tax advantages for both employers and team members, and demonstrates a real commitment to your team’s financial future. At Axiom, we design plans tailored to your goals and support your team with enrollment meetings, ongoing education, and one-on-one financial planning upon request.

If your plan is still being tested by Third Party Administrators (TPAs) annually and your most valuable team members are getting their contributions returned to them each year, there’s an easy solution. Reach out to us to learn more.

We believe non-profits and charitable organizations do some of the most important work in our communities and that they deserve the same level of strategic, thoughtful financial guidance as any private client. Axiom has experience working with both public and private foundations, and the insights we gain from working closely with families give us a unique perspective that traditional asset managers often overlook.