My journey is about working with clients to understand their situation and help them make good choices for the future. I am a 2017 Spirit of Cambridge Award winner. Advisors are honored with the Spirit of Cambridge Award for their steadfast dedication to serving their clients with integrity, commitment, flexibility, and kindness. When I’m away from the office, I’m an avid cyclist and love spending time with my family.
Axiom Advisors, LLC is located in Bedford, New Hampshire, a suburb of Manchester – the largest city in the state. We operate in an “open architecture” environment that allows us to develop a best of class approach in bringing solutions to your challenges. Our independence means doing the right thing for the client – every time. Our fee based compensation structure changes very little from one platform to another. The bottom line is to provide clients with choices that meet their specific planning and investment challenges. A client’s program should make as much sense in 10 years as it does today, and have the flexibility to change with the times as needed.
We bring three important elements to the process – leadership, relationship, and creativity. We can help clients form roadmaps that work for them, and we can help them stay on track. Our team is dedicated to accompanying clients along the process and providing advice and assistance as they progress toward their objectives. Lastly, we show our clients different solutions to each challenge so that they can select the specific course that is right for them.
Success for our firm is measured by the continued well-being of our clients. Our primary purpose is to see our clients’ plans succeed.
Check the background of Cambridge and investment professional(s) on FINRA’s BrokerCheck.
Testimonials may not be representative of the experience of other financial professionals and are no guarantee of future performance or success.
David Wheat, AIF®, ChFC®, Founder – Axiom Advisors, LLC. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Axiom Advisors, LLC are not affiliated.
Cambridge Stronger is a podcast and blog series hosted by Cambridge's CEO Amy Webber. It is produced by Cambridge – a financial solutions firm where culture counts and values matter most.
Celebrating our 40th anniversary, we recognize it has always been about the people. Watch how Eric Schwartz, Founder and Executive Chairman, just wanted to build something wonderful.
Cambridge offers several multi-asset and equity SMA strategies focused on ESG or socially responsible investing.