Axiom Financial Strategies Group Email Format

Financial ServicesIndiana, United States11-50 Employees

Axiom Financial Strategies Group is a financial services firm that provides wealth planning and investment advisory services for high-net-worth and ultra-high-net-worth clients. It operates on an open architecture platform, drawing on decades of combined expertise and a commitment to ongoing learning to support clients and strategic partners with a comprehensive view of their financial lives. The firm helps clients clarify their goals, develop practical plans to reach them, monitor progress, and adjust strategies as needed. By getting to know clients personally, it tailors a plan and connects them with the most appropriate team members to address their objectives. 

Based in New Albany, Indiana, the company conducts its securities activities through Lion Street Financial, LLC, and provides investment advisory services through Axiom Financial Strategies Group, LLC, both registered with the applicable authorities. In March 2021, Axiom partnered with Merchant Investment Management, LLC to accelerate the evolution of its wealth planning process.

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