Axiom Wealth Management

09/03/2026

Cheers to 18 years at Northwestern Mutual, Jim LaPinska!

Thank you for your leadership, vision, and commitment to helping clients and advisors thrive. We're grateful for the impact you've made over the last 18 years and excited for what's ahead.

Happy Work Anniversary, Jim! 🎉

09/02/2026

As 2026 begins to wind down, we're opening space for new financial planning relationships with Sara Hendrix, CFP®. Whether you're evaluating retirement goals, tax planning opportunities, or major life decisions before year-end, Sara is ready to help you build a thoughtful path forward.

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At Axiom, our fee-for-service financial planning process is designed to provide clarity and direction through:

• A clearly defined scope of work
• Transparent pricing and expectations
• A personalized financial roadmap built around your goals
• Fiduciary guidance that puts your interests first

If you're looking for professional financial planning without committing to an ongoing advisory relationship, Sara can help you build a plan that gives you confidence in your next steps.

Schedule a complimentary discovery meeting at: https://axiom.nm.com/schedule

Simply note that you'd like to meet with Sara.

08/31/2026

At Axiom, our financial planning process is designed for individuals and families who want a coordinated approach to managing their financial lives.

It’s particularly valuable for clients who are navigating:

🔶 Significant career or income growth
🔶 Complex compensation structures
🔶 Business ownership or liquidity events
🔶 Retirement planning and income transitions
🔶 Estate and legacy planning considerations
🔶 Charitable giving goals
🔶 Multi-generational wealth planning

In short, this process is for people who recognize that financial decisions rarely exist in isolation — and benefit from thoughtful coordination.

For information or to schedule your free discovery meeting with our team, please visit https://axiom.nm.com/what-we-do/financial-planning?utm_source=facebook&utm_content=_&agentid=0C0510

08/28/2026

We are grateful for everyone who joined us for Axiom Wealth Management's first-ever Women in Wealth event.

It was an incredible evening filled with meaningful conversations, practical insights, and a shared commitment to helping women take greater control of their financial futures.

A special thank you to our guest speakers:

🩷 Sara Hendrix, CFP®, Axiom Wealth Management
🩷 Kerma Headrick, CFP®, Axiom Wealth Management
🩷 Emily Jenkins, Northwestern Mutual
🩷 Sara Adams, Northwestern Mutual

Together, they shared perspectives on the tools, technologies, and strategies available to help women grow, protect, and confidently manage their wealth.

Thank you to everyone who attended and contributed to the conversation. We look forward to continuing to create opportunities that empower women to make informed financial decisions and build lasting financial confidence.

08/26/2026

A legacy-driven retirement isn't defined by what you stop doing. It's defined by what your life and wealth continue to do for others.

For many people, retirement marks the end of a career. But for the families we serve, it's the beginning of a new chapter. One where time becomes more valuable, relationships take center stage, and decades of hard work are put to work with greater intention.

The questions shift:

🔷 How can I spend more meaningful time with the people I love?
🔷 What impact do I want to have on my children, grandchildren, and community?
🔷 How can my wealth support the life I want today while creating opportunities for others tomorrow?

At Axiom, we believe retirement planning isn't simply about preserving assets. It's about helping people align their resources with their values, their priorities, and the legacy they hope to leave behind.

Because true financial success isn't measured only by what you've accumulated. It's measured by the lives your wealth continues to influence long after you're gone.

For more information, please visit https://axiom.nm.com/who-we-serve/legacy-driven-retirees?utm_source=facebook&utm_content=_&agentid=0C0510

08/25/2026

Congratulations to Nathan Myers on 18 years with Northwestern Mutual! 🎉 His expertise and dedication have made a great impact on our team. We’re grateful to work alongside him!

08/21/2026

We believe stewardship is leadership. That trust is earned through consistency. That excellence is a standard — not an aspiration.

We believe every season of life demands wisdom.

When you are building. When you are growing. When you are transitioning. When you are preserving. When you are preparing to pass something forward.

We believe your wealth should support the life you are called to live — not distract from it. Markets will change. Laws will evolve. Circumstances will shift. Principles endure.

That is why we begin with what is true. We build on what lasts. And we help you move forward with clarity. Because when your financial life is built on an axiom, confidence follows. And what you build — endures.

Let's begin with what is true. Schedule your free discovery meeting at https://axiom.nm.com/schedule?utm_source=facebook&utm_content=_&agentid=0C0510.

08/20/2026

🎉 Exciting growth at Axiom Wealth Management!

Congratulations to Manuel “Manny” Egbert on his promotion to Director of Wealth Management, and welcome to Samantha “Sami” Chesney, Client Service Specialist, and Katie Schoepke, Operations Associate, as they join the Axiom team.

As Axiom continues to grow, these additions reflect our commitment to investing in great people, strengthening the support behind our advisors, and continuing to deliver the thoughtful, personalized experience our clients deserve.

👏🏻 Thank you to the Knoxville Chamber for sharing our news and celebrating the continued growth of our team!

As the firm looks toward expanding its advisory platform with more than $1.2 billion in assets under management1, a leadership promotion and two new hires were recently announced. Manuel “Manny” [...]Read More...

08/19/2026

Please join us in congratulating Erik Mitchlund on his promotion to Practice Manager and Associate Private Wealth Advisor! 🎉

Erik has always served our clients with dedication, professionalism, and a commitment to excellence. We are excited to see him continue that success in his new role.

08/18/2026

Entrepreneurs experience wealth differently than most people.

Their financial lives are often deeply intertwined with the businesses they've spent years building through vision, sacrifice, and calculated risk.

That's why at Axiom, we lead with financial planning.

For business owners, planning is about far more than managing investments. It's about creating alignment between personal goals, business success, family priorities, and the future you envision beyond the company you've built.

As a business grows, complexity follows. Cash flow, tax strategies, succession planning, retirement, liquidity events, and legacy goals all become interconnected decisions. Without a clear plan, it's easy for wealth to remain concentrated in the business while other important areas of life are left unaddressed.

We help entrepreneurs bring structure and clarity to their personal financial lives while navigating the unique opportunities and challenges that come with business ownership.

Because ultimately, the goal isn't simply to build a successful business.

It's to ensure the wealth created through years of hard work serves your family, supports your future, and gives you something many entrepreneurs rarely experience during their building years:

Confidence that every financial decision is moving you closer to the life you want to live.

For more information, visit https://axiom.nm.com/who-we-serve/entrepreneurial-leaders?utm_source=facebook&utm_content=_&agentid=0C0510