About Axiom

A Message from Mike Skolnick, CPA/PFS

Mike Skolnik, CPA PFS Financial planner and investment manager in San Francisco and San Diego California

When you need the best possible financial planning services, the Axiom team and I are here to deliver them to you. I’m Mike Skolnick, President of Axiom Advisory, LLC, Certified Public Accountant, and Personal Financial Specialist. We know how much effort you invest in earning the money you make, and we believe that you deserve a protected financial future.

As you work with the Axiom team, you will quickly understand how seriously we take our work and how honored we are for you to place your trust in us. We go the extra mile when we render our services, making certain that you receive professional and dedicated care. This is your future, and you should never settle for anything less than the best financial planning services.

Part of what allows us to put your needs first at all times is the payment structure we use. As a fee-only firm, we do not receive commissions or referral fees for making specific recommendations to you. We remove all conflicts of interests and are bound by a fiduciary oath.

In addition to managing your financial planning, we are CPAs with years of experience, able to handle your taxes every year. With our comprehensive services, we are the firm to turn to.

While working together you can expect:

Value for Your Money

We are committed to providing value that exceeds our fee. Doesn’t it make sense that your financial advisor should work to save you more than he or she charges?

Unlimited Access

Life is constantly changing. We can meet as often as necessary. What’s most important is securing your financial well-being regardless of the number of times it takes for us to meet.

The Highest Professional Standards

As Certified Public Accountants, we are devoted to working at the highest level of ethical, professional, and fiduciary standards.

Straight Talk

What you’ll always get from us is the truth. As good, or sometimes difficult, as that might be, having the right information to make informed decisions usually leads to financial success.

We are proudly affiliated with the following professional associations:

Alliance of Comprehensive Planners (ACP)

American Institute of Certified Public Accountants (AICPA)

California Society of Certified Public Accountants (CalCPA)

KPMG Alumnus (Los Angeles and San Francisco Offices)

National Association of Personal Financial Advisors (NAPFA)

National Association of Tax Professionals (NATP)

Tri-Valley Estate Planning Council

UCLA Alumni Association (San Diego “Cup of Java” Lead Organizer)

University Club – San Diego