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Trusted by 90+ Advisors
No more revenue rollercoasters. With Axiom, enjoy consistency, scalable income with our business support. Are you one pillar away from having a thriving practice?
Take Assessment
You’ve put in the years. Built a practice. Earned your stripes. Yet something’s not adding up. Maybe you find yourself caught in the common advisor traps.
And the hardest truth?
Despite your dedication, you don’t truly own what you’re building.
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Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s.
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Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s.
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At Axiom, we’ve transformed how independent advisors can build lasting wealth.
Our model isn’t just another version of the same old story.
It’s a fundamental shift in how you can grow your practice.
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We’re not just another broker-dealer or RIA aggregator.
We’re a community of successful advisors who’ve broken free from the traditional model to build something better. Our over 90% recurring revenue model proves there’s a better way to grow.
Unstable, commission to commission income
Drowning in back-office tasks and compliance burdens
Feeling isolated and without support
Running a practice that feels unsustainable and unfulfilling
Building stable, recurring revenue you can count on
Creating a practice focused on genuine client relationships
Joining a supportive community of successful advisors
Focusing on what you love-advising clients
We spent years on the hamster wheel of the broken advisor model. We created a different hybrid-model that serves you, the financial professional.
Build your dream financial advisory business with recurring predictable revenue, unparalleled independence, elite tools and resources, and network helps ensure you never grow alone.
Advisors
Affiliated companies
Capital Planning Group
Capital Financial Group
Longview Planning Partners
Continuum Planning Partners
Encompass Financial Partners
BD Planning Partners
Lighthouse Planning
HC Partners, LP
Bratcher Financial Group
Independent Planning Group
Wellness Financial Advisors
The Legacy Financial Group
BG Advisors
Recurring revenue model
The Axiom Advantage™ combines the best of both worlds through four integrated pillars.
You get the resources of a large institution with the freedom of independence - so you can focus on what matters:
serving your clients and building sustainable wealth for yourself.
Imagine starting every month with financial momentum. Our model helps you build lasting wealth through recurring revenue, not one-time transactions. While you transition to true financial independence, we'll invest in your success with strategic capital support. Stop selling products. Start building equity.
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Own your practice, your client relationships, and your future. With Axiom, we help you build a sellable asset. No corporate mandates. No hidden hooks. Just the freedom to serve clients the right way, backed by institutional resources.
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Focus on what you do best: advising clients. Our team handles everything else - from compliance and research to financial planning and insurance strategy. Enterprise-level resources without enterprise-level costs.
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Join a network of 97 top advisors across 13 affiliated companies. Share best practices, learn from top performers, and grow together in a culture that celebrates client success over sales metrics.
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The Axiom difference isn't just what we offer - it's how we think.
We believe advisors should own their success, clients should own their future, and everyone should win together.
"We're not just helping advisors grow their practices—we're helping them reclaim their time, serve their clients better, and build real wealth for their families." - Jerry Corless
Trusted by over 90 Advisors in 6 different states
Andy Shull is a registered representative of and offers securities and investment advisory
services through MML Investors Services, LLC. Member SIPC. Independent Planning Group is
not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 5100
Poplar Ave, Suite 2300 Memphis, TN 38137, 901-748-8888. AR Insurance License #16797712.
Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC or its
affiliated companies. CRN202807-8995131
The planning department at Axiom allows me to spend less time in the weeds and more time serving clients — and that’s changed everything.
Advisor
John Prather is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. 10 Cadillac Drive, Suite 300, Brentwood, TN 37027 (615) 309-6300. Long View Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. AR Insurance License #1674977; CA Insurance License #0F04009. Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN202807-8995131
Axiom gives us entrepreneurial freedom to operate our business how we want to operate while also giving us great support.
Advisor
Marcus Esposito is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. 10 Cadillac Drive, Suite 300, Brentwood, TN 37027 (615) 309-6300. Long View Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. AR Insurance License #12769763 CA Insurance License #4179998. Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN202807-8995131
At Axiom, we just have a lot more of an entrepreneurial spirit — to create a business, build it, and grow it on your own terms.
Advisor
Richard Jones is a registered representative of and offers securities and investment advisory
services through MML Investors Services, LLC. Member SIPC. 10 Cadillac Drive, Suite 300,
Brentwood, TN 37027 (615) 309-6300. Keystone Planning Partners is not a subsidiary or affiliate
of MML Investors Services, LLC or its affiliated companies. AR Insurance License #1677638.
Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC or its
affiliated companies. CRN202807-8995131
There were times I was lying in bed thinking, why did I do this? But I pushed through — and I’m so glad I did.
Advisor
Ryan Montgomery is a registered representative of and offers securities and investment advisory
services through MML Investors Services, LLC. Member SIPC. Independent Planning Group is
not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 5100
Poplar Ave, Suite 2300 Memphis, TN 38137, 901-748-8888. AR Insurance License #9392901. CA
Insurance License #4330398. Axiom Planning Resources is not a subsidiary or affiliate of MML
Investors Services, LLC or its affiliated companies. CRN202807-8995131
What Axiom offered was structure, process, and a clear path — things I never had in my prior firm, and things that gave me real peace of mind.
Advisor
Spencer Cultra is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Stewardship Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 5100Poplar Ave, Suite 2300 Memphis, TN 38137, 901-748-8888. Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN202807-8995131
I jumped off that cliff — and I have not looked back.
Advisor
Charles Emerson is a registered principal of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Stewardship Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 10Cadillac Drive, Suite 300, Brentwood, TN 37027 (615) 309-6300. AR Insurance License #8142949. Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN202807-8995131
It’s not this competitive environment. We’re all helping each other get better. Iron sharpens iron kind of thing.
Advisor, Co-Owner
Jerry Corless is a registered principal of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Stewardship Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 10Cadillac Drive, Suite 300, Brentwood, TN 37027 (615) 309-6300. AR Insurance License #277606, CA Insurance License # 0I20110. Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN202807-8995131
In the traditional model, you build the business — but by contract, they own it. If you brought in the client, you should own the relationship.
Co-Founder, Axiom
Andy Shull is a registered representative of and offers securities and investment advisory
services through MML Investors Services, LLC. Member SIPC. Independent Planning Group is
not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 5100
Poplar Ave, Suite 2300 Memphis, TN 38137, 901-748-8888. AR Insurance License #16797712.
Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC or its
affiliated companies. CRN202807-8995131
The planning department at Axiom allows me to spend less time in the weeds and more time serving clients — and that’s changed everything.
Advisor
John Prather is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. 10 Cadillac Drive, Suite 300, Brentwood, TN 37027 (615) 309-6300. Long View Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. AR Insurance License #1674977; CA Insurance License #0F04009. Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN202807-8995131
Axiom gives us entrepreneurial freedom to operate our business how we want to operate while also giving us great support.
Advisor
Marcus Esposito is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. 10 Cadillac Drive, Suite 300, Brentwood, TN 37027 (615) 309-6300. Long View Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. AR Insurance License #12769763 CA Insurance License #4179998. Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN202807-8995131
At Axiom, we just have a lot more of an entrepreneurial spirit — to create a business, build it, and grow it on your own terms.
Advisor
Richard Jones is a registered representative of and offers securities and investment advisory
services through MML Investors Services, LLC. Member SIPC. 10 Cadillac Drive, Suite 300,
Brentwood, TN 37027 (615) 309-6300. Keystone Planning Partners is not a subsidiary or affiliate
of MML Investors Services, LLC or its affiliated companies. AR Insurance License #1677638.
Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC or its
affiliated companies. CRN202807-8995131
There were times I was lying in bed thinking, why did I do this? But I pushed through — and I’m so glad I did.
Advisor
Ryan Montgomery is a registered representative of and offers securities and investment advisory
services through MML Investors Services, LLC. Member SIPC. Independent Planning Group is
not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 5100
Poplar Ave, Suite 2300 Memphis, TN 38137, 901-748-8888. AR Insurance License #9392901. CA
Insurance License #4330398. Axiom Planning Resources is not a subsidiary or affiliate of MML
Investors Services, LLC or its affiliated companies. CRN202807-8995131
What Axiom offered was structure, process, and a clear path — things I never had in my prior firm, and things that gave me real peace of mind.
Advisor
Spencer Cultra is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Stewardship Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 5100Poplar Ave, Suite 2300 Memphis, TN 38137, 901-748-8888. Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN202807-8995131
I jumped off that cliff — and I have not looked back.
Advisor
Charles Emerson is a registered principal of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Stewardship Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 10Cadillac Drive, Suite 300, Brentwood, TN 37027 (615) 309-6300. AR Insurance License #8142949. Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN202807-8995131
It’s not this competitive environment. We’re all helping each other get better. Iron sharpens iron kind of thing.
Advisor, Co-Owner
Jerry Corless is a registered principal of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Stewardship Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 10Cadillac Drive, Suite 300, Brentwood, TN 37027 (615) 309-6300. AR Insurance License #277606, CA Insurance License # 0I20110. Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN202807-8995131
In the traditional model, you build the business — but by contract, they own it. If you brought in the client, you should own the relationship.
Co-Founder, Axiom
Andy Shull is a registered representative of and offers securities and investment advisory
services through MML Investors Services, LLC. Member SIPC. Independent Planning Group is
not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 5100
Poplar Ave, Suite 2300 Memphis, TN 38137, 901-748-8888. AR Insurance License #16797712.
Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC or its
affiliated companies. CRN202807-8995131
The planning department at Axiom allows me to spend less time in the weeds and more time serving clients — and that’s changed everything.
Advisor
John Prather is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. 10 Cadillac Drive, Suite 300, Brentwood, TN 37027 (615) 309-6300. Long View Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. AR Insurance License #1674977; CA Insurance License #0F04009. Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN202807-8995131
Axiom gives us entrepreneurial freedom to operate our business how we want to operate while also giving us great support.
Advisor
Marcus Esposito is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. 10 Cadillac Drive, Suite 300, Brentwood, TN 37027 (615) 309-6300. Long View Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. AR Insurance License #12769763 CA Insurance License #4179998. Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN202807-8995131
At Axiom, we just have a lot more of an entrepreneurial spirit — to create a business, build it, and grow it on your own terms.
Advisor
Richard Jones is a registered representative of and offers securities and investment advisory
services through MML Investors Services, LLC. Member SIPC. 10 Cadillac Drive, Suite 300,
Brentwood, TN 37027 (615) 309-6300. Keystone Planning Partners is not a subsidiary or affiliate
of MML Investors Services, LLC or its affiliated companies. AR Insurance License #1677638.
Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC or its
affiliated companies. CRN202807-8995131
There were times I was lying in bed thinking, why did I do this? But I pushed through — and I’m so glad I did.
Advisor
Ryan Montgomery is a registered representative of and offers securities and investment advisory
services through MML Investors Services, LLC. Member SIPC. Independent Planning Group is
not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 5100
Poplar Ave, Suite 2300 Memphis, TN 38137, 901-748-8888. AR Insurance License #9392901. CA
Insurance License #4330398. Axiom Planning Resources is not a subsidiary or affiliate of MML
Investors Services, LLC or its affiliated companies. CRN202807-8995131
What Axiom offered was structure, process, and a clear path — things I never had in my prior firm, and things that gave me real peace of mind.
Advisor
Spencer Cultra is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Stewardship Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 5100Poplar Ave, Suite 2300 Memphis, TN 38137, 901-748-8888. Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN202807-8995131
I jumped off that cliff — and I have not looked back.
Advisor
Charles Emerson is a registered principal of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Stewardship Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 10Cadillac Drive, Suite 300, Brentwood, TN 37027 (615) 309-6300. AR Insurance License #8142949. Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN202807-8995131
It’s not this competitive environment. We’re all helping each other get better. Iron sharpens iron kind of thing.
Advisor, Co-Owner
Jerry Corless is a registered principal of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Stewardship Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 10Cadillac Drive, Suite 300, Brentwood, TN 37027 (615) 309-6300. AR Insurance License #277606, CA Insurance License # 0I20110. Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN202807-8995131
In the traditional model, you build the business — but by contract, they own it. If you brought in the client, you should own the relationship.
Co-Founder, Axiom
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