Leah Driver
Advisor at Axiom Financial Strategies Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Axiom Financial Strategies Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
New Albany, IN 47150
Credentials
Series 65
Industry experience
1 year
Leah Driver is a financial advisor with Axiom Financial Strategies Group, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Axiom in 2021, she worked in tax management and consulting roles, including as Senior Tax Manager at Rodefer Moss & Company. She is also the owner of LMD Consulting, providing tax preparation and consulting services, and is a licensed insurance agent. Axiom Financial Strategies Group LLC offers wealth management, investment management, financial planning, and retirement plan advisory services to individuals, pension plans, trusts, estates, family entities, and charitable institutions. The firm manages approximately $372.9 million in assets with a team of seven advisors and constructs customized, tax-aware portfolios using diversified mutual funds, ETFs, and selective individual securities.
Based on Axiom Financial Strategies Group, LLC
Based on Axiom Financial Strategies Group, LLC
Fixed fees based on estimated hours to complete financial planning engagements, negotiable
$0 - $1,000,000: Up to 1.50% Greater than $1,000,000 - $5,000,000: Up to 1.25% Greater than $5,000,000 - $10,000,000: Up to 1.00% Greater than $10,000,000+: Up to 0.75%
Certain advisory persons are registered representatives earning commissions for securities and insurance sales separate from advisory fees
$100 to $1,000 per hour
Account minimum: $250,000 Fee-only: Hourly fees range from $100 to $1,000 per hour; Fixed fees based on estimated hours necessary to complete engagement, negotiable
101 W. Spring Street, 5 Th Floor
New Albany, IN 47150
Indiana
Axiom Financial Strategies Group LLC
2021 - Present (5 years)
Brown Wood Preserving Company
2021 - 2021 (1 year)
New Directions Housing Corporation
2019 - 2021 (2 years)
Senior Tax Manager, Rodefer Moss & Company
2015 - 2019 (4 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Is not active or affiliated with:
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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