About Us

demo-attachment-834-Who-we-are-Image
Who we are

Calmly and Competently Leading You to Financial Security

Axiome Financials was formed in 1995 when the financial services industry was fraught with conflicts of interest. Even today, many investment management firms push products and revenue rather than honoring their fiduciary responsibility. It was in this landscape that our founders established something different. Earning and keeping your trust is central to everything we do. Since our founding, we’ve committed to holding ourselves to exceptionally high ethical standards.

Exceptional Client Service

Axiome Financials Advisors In the corporate environment of large brokerage and investment management firms.

Transparency

Confidence that your money is in good hands starts with excellent communication from your advisory team

Investment Strategy

We stick to our guns through the market’s ups and downs, don’t chase fads, and are not afraid to say “no” when the job requires it.

demo-attachment-2307-Half_Circle_Lines
Our Team

We Are A Great Family

We succeed when our clients succeed. To effectively manage risk, we built a proprietary risk engine that uses data pulled from APIs, financials provided by our clients, and machine learning to model a company’s future growth.

demo-attachment-2160-CEO

Jack Spencer

Chief Executive Officer
Jack is the founder and chairman with 20 years in the executive search business.
demo-attachment-878-Strategic-Advisor

James Belfort

Strategic Advisor, Investor
James has extensive research and 25 years experience in strategic investment advice
demo-attachment-886-Team-Member-1

Amanda Elay

Senior Vice President
Amanda has taken possession of my entire soul, like these sweet mornings of spring
demo-attachment-471-Team-Member-2

Mariah Carry

Consultant
As a managing director at the firm, she oversees the strategic plans for our company’s future.
demo-attachment-472-Team-Member-3

Gina Kennedy

Director
She combines analytic with extensive experience, a dedicated company professional who combines analytic with managing
demo-attachment-482-Team-Member-4

Samantha William

Accounts
Portfolio

Goal-Based Management of Institutional Portfolios

demo-attachment-903-TRENDKITE-W_logo
demo-attachment-901-Octane-Logo
demo-attachment-899-informetica-Logo
demo-attachment-902-tissue_analytics_3b4653
demo-attachment-898-headout-Logo
demo-attachment-897-graftworx_logoWeb
demo-attachment-900-levelup-vector-logo
demo-attachment-896-Bausch-Health-Logo-1

Our Services Are

  • Based on your personal needs and circumstances
  • Focused and disciplined with an emphasis on trust, integrity, expertise, and service
  • Designed to mitigate the amount of loss sustained during a market decline while optimizing overall investment returns
  • Based on unbiased, professional experience
Talk With An Advisor
demo-attachment-2070-Quarter_Line_Shapes
demo-attachment-742-Advisor