facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

"We have long felt that the only value of stock forecasters

is to make fortune-tellers look good"

- Warren Buffett

A Message From Mike Skolnick, CPA, PFS, RICP


 

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 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.


 Fee-Only, Why Does it Matter?



We are Proudly Affiliated with the Following Professional Associations



Alliance of Comprehensive Planners (ACP)


American Institute of CPAs (AICPA)

California Society of CPAs (CalCPA)
Certified Financial Planner (CFP)KPMG Alumni
National Association of Personal Financial Advisors (NAPFA)


National Association of Tax Professionals (NATP)

Personal Financial Specialist (PFS)
Tri-Valley Estate Planning Council

UCLA Alumni Association

University Club - San Diego