David M. Wheat, ChFC®, AIF®

A Conversation with David

“An effective financial plan is much more than investments.  It involves tax planning, cash flow planning, risk management and much more.  You have to consider everything, all at once.”

David M. Wheat is the founder of Axiom Advisors, LLC.  He began his career in financial services in 1989 with a focus on comprehensive financial planning.  Technology has evolved dramatically over 26 years but the needs of people have remained constant.  By integrating effective personal communication and state of the art technology he creates a context for clients to understand their situation and make good choices for the future.

David's Credentials:

Chartered Financial Consultant
A ChFC® is The Highest Standard of Knowledge and Trust in Financial Planning.  Your Chartered Financial Consultant® has completed the most extensive educational program required for any financial services credential.  Learn More
Accredited Investment Fiduciary
What is an Accredited Investment Fiduciary? The AIF® Designation certifies that the recipient has specialized knowledge of fiduciary standards of care and their application to the investment management process. The Designation is administered by the Center for Fiduciary Studies, the standards-setting body of fi360.
Oklahoma Baptist University, BA
David received a Bachelors of Arts degree in History from Oklahoma Baptist University.

Check the background of investment professionals on FINRA’S BrokerCheck.