Axiom Wealth Management

Specialties

Financial Planning and Investment Management for Individual Investors

History

Established in 2007.

Private client financial planning and investment management since 1989. Independent practice since 2007.

Meet the Business Owner

Seth M.

Business Owner

LPL Registered Principal and Branch Office Manager

Chartered Retirement Planning Counselor

Axiom Wealth Management, 2007 — Present

Founder and Owner

Merrill Lynch, 1989 — 2007

Vice President, Wealth Management Advisor

Chartered Retirement Planning Counselor

Certified Financial Manager

Certified Special Needs Advisor

Education:

Bucknell University, B.A., 1987

Merrill Lynch School of Financial Management

Certified Financial Manager, 1992

The College for Financial Planning

Chartered Retirement Planning Counselor, 2005

Merrill Lynch University

Certified Special Needs Advisor, 2006

Securities Licenses: Series 7, 24, 63 and 65

Registered Securities Principal

Registered Investment Advisor