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Axiom Financial Strategies Group Employee Directory

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.

Find Axiom Financial Strategies Group employees' phone numbers or email addresses

Axiom Financial Strategies Group Global Highlights

Location
Employees

North America
18

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  • United States Of America
    18

Axiom Financial Strategies Group's Leadership

  • Stylized image of a person
    M. G.
    President
    Mobile Phone
  • Stylized image of a person
    M. K.
    Director, Financial Advisor
    Mobile Phone
  • Stylized image of a person
    A. G.
    Broker
    Mobile Phone
  • Stylized image of a person
    S. B.
    Financial Planner And Analyst
    Mobile Phone

Axiom Financial Strategies Group Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Axiom Financial Strategies Group

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    M. G.
    President
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    M. K.
    Director, Financial Advisor
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    A. G.
    Broker
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    S. B.
    Financial Planner And Analyst
    Mobile Phone
    Jun 08, 2026

Frequently Asked Questions

What is Axiom Financial Strategies Group known for?

Minus sign iconPlus sign iconAxiom Financial Strategies Group operates in the Financial Services industry. Explore Axiom Financial Strategies Group's company overview page for more information.

What is Axiom Financial Strategies Group's most common email format?

Minus sign iconPlus sign iconAxiom Financial Strategies Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Axiom Financial Strategies Group email formats with LeadIQ.

How many employees does Axiom Financial Strategies Group have currently?

Minus sign iconPlus sign iconAxiom Financial Strategies Group has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Axiom Financial Strategies Group's key employees and leadership?

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As of July 2026, Axiom Financial Strategies Group's key employees include:

  • President: M. G.
  • Director, Financial Advisor: M. K.
  • Broker: A. G.
  • Financial Planner And Analyst: S. B.

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