Mike  Skolnick

Mike Skolnick

| CPA/PFS

Axiom Advisory, LLC

​(800) 836-4792

Contact Me

Fee-Only Financial Advisor Serving Clients Virtually, In-person in San Francisco and San Diego, by Email, or Phone.

Specialties

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Wealth Management
  • Portfolio Management
  • Tax Planning
  • Tax Preparation
  • Estate Planning
  • Education Planning

Website

Visit Us

One Sansome Street
Suite 3500
San Francisco, CA 94104

350 10th Avenue
Suite 1000
San Diego, CA 92101

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Mike Skolnick is an experienced California Based Fee-Only Financial Planner.  Axiom Advisory, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Mike Skolnick is a NAPFA-Registered Financial Advisor.

We Build Financial Dreams

Axiom is a fee-only financial planning firm that helps clients reach their financial goals daily

All the pieces of your financial life are related. You can’t decide about one without it impacting another. Helping you see the big picture, I work with all areas of your finances – retirement, investments, taxes, and more – to create a customized financial plan that evolves as your circumstances change.

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When working together you can expect...

 

Value for Your Money

I am committed to providing value that exceeds my 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 a trained Certified Public Accountant, I am devoted to working at the highest level of ethical, professional, and fiduciary standards.

Straight Talk

What you'll always get from me 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.

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