As a father of three, I understand the need to balance near-term savings with long-term investment goals. I started Axiom Investment Consulting out of a desire to help other mid-career professionals like myself who are constantly faced with the financial challenges of living for today while planning for the future. We must balance daily cashflow needs with the goals of saving for retirement, kids’ college, and large purchases like a home. Working professionals seeking financial planning advice are often met with ridiculously high fees, suboptimal advice that serves the planner over the client, or even frank rejection based on their total net worth.
Enter Axiom Investment Consulting.
I am passionate about helping busy professionals plan and save for their goals. Have student loans to pay off? Need to put 3 kids through college? Want to retire at 55? I am in the trenches with you and can work with you on how to make each goal a reality.
In my life before Axiom, I spent 20+ years conducting investment research on mutual funds, exchange traded funds (ETFs), stocks, bonds, real estate and private investment opportunities (e.g. hedge funds and private equity). My investment philosophy focuses on passive investing and automating the main levers of finance, like tax-efficient investments and strong savings (i.e. “pay yourself first”).
Let’s talk about how we can work together to make your life’s financial goals become reality.
