Financial planning for business owners & real estate investors

Axiom Edge provides coordinated financial advisory services by leveraging a team of attorneys, CPAs, financial planners, and others.

The focus is on helping clients use their businesses and real estate investments to achieve their personal financial goals.

Unlike most financial planners, Axiom Edge does not manage investments for clients. Many of its clients do not hold any significant amounts of traditional investments, such as stocks, bonds, or mutual funds.

Axiom Edge provides fee-only advice. It does not charge or collect commissions on the sale of products.