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Axiom Wealth alliance

Focused on Your Success

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Entrepreneur Solutions

Empower your business with tailored strategies that aim to to attract talent, secure succession, and optimize tax planning.

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Municipal Advisory

Strengthen public finance with pension planning, strategic investments, and customized financial strategies for long-term stability.

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Retirement Planning

Approach retirement with confidence through plans that strive to grow wealth, protect assets, and plan a legacy that endures.

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A Partnership Centered on You

Our commitment

At Axiom Wealth Alliance, our approach blends expertise with a personal touch, driven by our founders, Javier Tafoya and Todd A. Bower. Javier’s extensive experience in financial planning and client-centered strategies pairs with Todd’s legacy of public service and fiduciary leadership. Together, they ensure that every client receives transparent, tailored guidance for reaching financial goals.

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Trusted Financial Partners

Why Choose Us?

We provide clear, fee-only financial advice that aligns seamlessly with your unique vision and long-term financial goals.

Transparent Guidance

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Our personalized financial plans prioritize your unique needs, aligning with your goals to create tailored, effective solutions.

Client-Centered

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Nationwide Expertise

From Denver to Irvine, Chicago, Dallas, Clearwater, and Tampa, we deliver tailored financial guidance across the USA.

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our specialty

Advanced Wealth Management

We specialize in empowering entrepreneurs, guiding municipalities, and planning retirements with data-driven, personalized strategies. Whether you're growing your business, enhancing public financial plans, or planning for retirement, our comprehensive services are designed to adapt to your goals with transparency and confidence. Javier and Todd’s combined expertise provides the foundation for exceptional client service and results.

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Our four-step  process is built to address your unique financial needs and answer the big questions about your wealth.

Financial Planning starts with a clear I.D.E.A.

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IDENTIFY

We start by understanding you. Examining your financial background helps us map the best route to your goals.

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EXECUTE

Once we agree to move forward, we create a custom plan. Our focus on client education ensures you remain informed and confident in each step.

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DESIGN

Wherever you are in your journey, we’re here to talk. Let’s chat about your financial goals and concerns, from business succession to estate planning.

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ACHIEVE

With your go-ahead, we implement your plan. Ongoing reviews keep your plan responsive, adapting to shifts and opportunities.

Your Next Step

Begin Your Journey Today

Experience the trusted guidance of Axiom Wealth Alliance and take control of your financial future. Connect with us to discuss your goals and discover how we can support your path forward.