Mike Skolnick

CPA/PFS

Axiom Advisory, LLC

Financial Advisor

Mike Skolnick

CPA/PFS

Axiom Advisory, LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Mike Skolnick, CPA/PFS

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

Mike Skolnick is a fee-only financial planner based in San Diego and San Francisco, CA. Axiom Advisory, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Mike Skolnick is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

We Build Financial Dreams

Axiom Advisory 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, we work with all areas of your finances – retirement, investments, taxes, and more – to create a customized financial plan that evolves as your circumstances change.

Mike Skolnick is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Mike Skolnick

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Office Locations:

  • One Sansome Street
    Suite 3500
    San Francisco, CA 94104
  • 350 10th Avenue
    Suite 1000
    San Diego, CA 92101

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