“ An axiom is a closely
held principle or
truth. We knew we
wanted a name that
had meaning.”
– Vaughan Scott,
Axiom Financial Strategies Group
founder and partner
Axiom Financial
Strategies Group
101 W. Spring St.
5th Floor
New Albany
812.913.7701
www.axiomFSG.com
Certified Financial Planner Michelle Konkle
returned to her Southern Indiana roots to work
with the firm. “I wanted to be a part of Axiom,” she
says. “The respect and courtesy we give to clients
shows we really do care for them. It’s not about
production; it’s about working with genuinely nice
people who care about their clients.”
Scott agrees, “Our culture puts our clients first.
We have a fiduciary mindset, but we also truly
function as a team. Most industry advisors have
internal competitions, but we just always have
the philosophy that if we take good care of our
clients and have a good team, we’ll always have
a place in this business.”
Now more than ever, Scott knows that personal
touch is paramount. When the sky seemed to fall
earlier in 2020, Axiom mobilized to stay safe, work
remotely, and work quickly to secure their clients’
investments as much as possible.
“We learned to communicate via email and
phone in ways we never did before,” says Scott.
“Mike and Gloria did a phenomenal job with our
repositioning when the market was at its bottom.
It’s one thing to absorb the shock of the market,
but another thing to reposition for recovery.
Mike and Gloria completed transactions for over
1,000 accounts in just a few days. As the market
has recovered, our clients see the results of that.”
Earlier in the year, Grau and Scott focused on
upgrading technology efforts and saw the benefits
immediately. “We’ve remained flexible,” Grau
says. “Everyone has a long-term plan that we
put together the day we start working with them.
When markets turn downward, people look at their
scores and see their score is still in the target zone.
They can weather the storm, and we position the
assets and work with a plan that allows them to
see how they are doing. Most people are staying
on track, despite the effects of 2020.”
That personal touch highlights Axiom’s
difference from larger, more national investment
firms. Clients choose who they want to work with,
says Grau, “We come in every day to serve our
clients, our team members, and our community.
That’s our mindset.”
“It’s a focus on families,” Scott adds, “It’s more
than just a financial business. We take on clients
who do cool things and help them grow. I think
about what I would advise my family, my parents,
my grandparents to do. We help, and we just do
it the right way.”