Axiom Advisors is an independent registered investment advisor based in Bedford, New Hampshire, founded in 2005 and currently led by President and Chief Compliance Officer Brian E. Conway. The firm specializes in comprehensive financial planning and consulting for affluent individuals, utilizing a cash flow-based approach to match clients' resources with their financial needs. Axiom Advisors does not manage investment portfolios directly under its own firm, focusing instead on financial planning, cash flow analysis, and consulting. Clients can access services through one-time financial plans, hourly consulting, monthly or quarterly subscriptions, or the Success Track financial coaching program. Through strategic affiliations, firm representatives can also offer brokerage and insurance products. Axiom Advisors is dedicated to putting clients' best interests first.
Fee Structure
Axiom Advisors offers comprehensive financial planning and consulting on a subscription basis, allowing clients to pay monthly or quarterly. They also offer a financial coaching program called Success Track, which provides an internet-based financial planning center, a daily updated financial dashboard, and access to periodic coaching calls and tools.
- Comprehensive financial plan — $600 to $25,000 depending on the scope and complexity of the services requested, with a $500 initial deposit required
- Hourly consulting — $200 to $625 per hour for financial planning and consulting services
- Administrative work — $65 per hour