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Episode 119: Transitioning to Succession

David Wheat of Axiom Advisors

David Wheat is the founder of Axiom Advisors, LLC in Bedford, New Hampshire. He received a bachelor of arts in history from Oklahoma Baptist University, holds the AIF® Designation, and is a Chartered Financial Consultant®. David joined Cambridge in 2005, and was a 2017 Spirit of Cambridge honoree. In the workplace, he values building a successful business plan that will thrive beyond his retirement. In his free time, David enjoys spending time with his family, as well as cycling and traveling.

Cambridge Stronger Episode 119 David Wheat1 Amy Webber and David Axiom
Episode 119: Transitioning to Succession

Axiom Advisors, LLC is located in Bedford, New Hampshire, and focuses on helping their clients discover their vision, values, and goals, as well as creating personal financial plans that will lead their clients to a successful future. They believe that wealth management encompasses creating a strong plan that will sustain a life well lived and help clients leave a legacy. David and his team’s primary purpose is to see their clients succeed in reaching their financial goals. https://www.axiom123.com/

About Cambridge Stronger

Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession. 

The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.

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