Alliances we’ve formed.
ASSOCIATIONS
“CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first. That's why partnering with a CFP® professional gives consumers confidence today and a more secure tomorrow.” (cfp.net)
CERTIFIED FINANCIAL PLANNER™
“The Financial Planning Association® (FPA®) is the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process.” (financialplanningassociation.org)
Financial Planning Association
STRATEGIC PARTNERS
Charles Schwab & Co.
Axiom partners with Schwab and recommends that our clients use Schwab to custody their assets. Schwab is recommended for their track record of success. An established company that was founded in 1973, Schwab clients have entrusted them with $9.12 trillion of assets (as of March 31, 2024).
Founded in 1981, Dimensional Fund Advisors (DFA) is known for applying academic research to practical investing.
Dimensional Fund Advisors
