Members of AXIOM Founder’s Family Office Inc. use their professional experience and professional network of experts to help founders preserve their American Success Story.
What is a Founder’s Family Office?
A founder’s family office is a private wealth management advisory firm that serves an high-net-worth individual or family, typically one that has accumulated wealth through founding a successful business. Unlike traditional wealth management firms, a family office provides a more personalized service tailored specifically to the needs and interests of the founder and their family.
Our Founder’s Family Office Process
Qualities & characteristics of our Family Office clients
At AXIOM, our clients are distinguished not just by their success, but by their values. Our clients are founders of thriving businesses. They’re experts who prioritize family, faith, and health, focusing on what truly matters.
- You are the Founder of a successful business making $500k+ a year.
- You are an expert in your field.
- You focus on what’s important in your life and delegate the rest.
- You are self-made, first generation wealth.
- You are family oriented.
- You are a person of faith.
- You are health conscious.
MEET OUR EXPERT TEAM
At AXIOM Founders Family Office, we bring together an industry-leading professional network of financial advisors to help you navigate the complexities of growing, managing and preserving your wealth.
Tom Marki
Family Wealth Advisor
- Provides investment and financial planning strategies tailored to entrepreneur and business owner families
- Coordinates professional services among the team.
- Financial services industry experience, 20 years.
- Licensed CPA 10+ years
Armando Roman
Family CFO
- Expertise in family wealth management, specifically families that own a business.
- Financial services industry thought leader, 30 year industry veteran.
- Founded, operated and sold Arizona CPA firm focused on businesses under $50M revenue.
- Founded the Scottsdale Founders Forum, exit-focused event for business founders.
- Host, The Founder’s Guide Post podcast, podcast for pre-exit planning.
- Responsible for prudent investment management of the investment portfolio of The Roman Catholic Diocese of Phoenix, Chairman of the Investment Committee, appointed by two Roman Catholic Bishops, served 10 years.
- Responsible for overseeing prudent investment management of $1 billion institutional investment portfolio for the Arizona Community Foundation (Investment Committee).
- At FBIs request, trained 400 FBI Special Agents in Personal Financial Planning (all were CPAs, created customized 2 hour training course for them, provided training 3 times).
- Chosen by peers to lead the CPA profession in Arizona as Chairman of the Arizona Society of Certified Public Accountants. Also served in leadership positions for the AICPA,.
- Licensed CPA 30+ years
2x Exits
- Founded, operated and sold CPA firm focused on Arizona closely held businesses under $100M revenue.
- Founded and exited niche consulting focused on Native American tribes in Arizona.
11,000 CPAs
Chosen by peers to lead the CPA profession in Arizona as Chairman of the Board (11,000 CPAs in AZ).
$1 Billion
Member of committee responsible for overseeing prudent investment management of $1B Institutional investment portfolio for one of Arizona’s largest charities.
Armando Roman’s community service, local and national
American Institute of Certified Public Accountants
- Governing Council
- National CPA Financial Literacy Commission
Arizona Society of Certified Public Accountants
- Chairman of the Board of Directors
- Board of Directors
- Founder, International Issues Committee
The Roman Catholic Diocese of Phoenix
- Chairman of the Investment Committee
- Investment Committee
- Audit Committee
Franciscan Renewal Center
- Board of Directors
- Investment Committee
Jewish Family and Children’s Service
- Board of Directors
Arizona Hispanic Chamber of Commerce
- Board of Directors
- Treasurer of the Board
Arizona Commission of Indian Affairs
- Commissioner
Arizona Native American Economic Coalition
- Board of Directors
Arizona Community Foundation
- Board of Directors
- Investment Committee
- Special Assets Committee
- Gift Acceptance Committee
Valley of the Sun United Way
- Board of Directors
Friends of Public Radio of Arizona
- Co-founder
- Board of Directors
Valleywise Health (formerly Maricopa Integrated Health Systems)
- Audit Committee
- Foundation Chairman
Valley Leadership
- Class 21
RESOURCES
LISTEN TO THE PODCAST
Go to Founder’s Guide Post Podcast
The Founder’s Guide Post podcast provides conversations with business exit experts to help a founder have a more successful exit from their business.
ATTEND AN UPCOMING EVENT
Go to Scottsdale Founders Forum
The Scottsdale Founders Forum live events provide a venue for founders considering exiting their business in the next 2 to 5 years to meet and learn from experts who plan and negotiate successful business exits for a living.
VIEW OUR SERVICES
AXIOM Founders Family Office, Inc. is a family office and wealth management firm in Scottsdale, AZ for founders and their families.
An Arizona Wealth Management Firm & Multi-Family Office
Scottsdale, Arizona
7373 E Doubletree Ranch Rd. 170
Scottsdale, Arizona 85258
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