Axiom Value

What Axiom Value does

Axiom Value Wealth Management, LLC is a privately held, registered investment adviser operating as an independent boutique wealth management practice from a single headquarters at 9211 Corporate Blvd, Suite 200, Rockville, MD. Founded in 2012 by Momodou Bojang (CEO) and Josephine Bojang (President), the firm serves individuals, families, business owners, nonprofit organizations, and—most prominently—federal employees across the Washington D.C., Maryland, and Virginia (DMV) region. The company addresses the federal employee segment's specific challenges around TSP, FERS, and federal retirement benefits through a partnership with ProFeds, a nationwide federal-benefits training network, and through founder-authored content including the book 'TSP From A to Z.'

The firm's service offering is built around a three-phase methodology (Discovery, Prioritization, Strategy Building) and organized into Grow, Preserve, and Give pillars covering financial planning, wealth management, retirement income strategies, IRA/401(k) rollovers, annuities, asset protection, life insurance, tax-efficient strategies, long-term care, IRA legacy planning, estate planning coordination, college funding, succession planning, risk management, and corporate retirement plans. Products are delivered through broker dealer Osaic Wealth, Inc., giving the firm access to a broad investment and insurance shelf without captive-product limitations, and the firm operates as a fiduciary with no parent company or external equity investment.

Axiom Value's go-to-market is relationship-led and event-driven: in-person workshops at DMV-area venues (Virginia Tech Executive Briefing Center in Arlington, Hotel Belvoir Springfield, Harborside Hotel in Oxon Hill), monthly ProFeds webinars, direct advisory consultations at the Rockville office, and a hosted weekly TV show 'Retire Now DMV' on DC News Now and Fox 5. Revenue is generated through advisory fees on a quote-based, client-specific model with annual billing cadence; no pricing is publicly disclosed. Marketing is amplified by founder-led media placements in the Washington Post, Authority Magazine, and recurring TV appearances, supported by an active Facebook and LinkedIn presence. The firm has 1–10 employees, no disclosed funding rounds, and operates independently without subsidiaries, M&A activity, or restructuring events.

Name

Axiom Value

Legal name

Axiom Value Wealth Management, LLC

Website

https://axiomvaluellc.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

1–10 employees

Short description

Axiom Value Wealth Management is a boutique registered investment adviser in Rockville, MD, offering holistic financial planning, wealth management, and federal-employee benefits advisory to individuals, families, business owners, and nonprofits across the Washington D.C., Maryland, and Virginia region.

Ownership category

akta.pro rank

Product category

Wealth Management and Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

akta.pro secondary industries

Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Retirement Plan Participant Advice & Managed Accounts (FSAEABAF), Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE)

Keywords

• Wealth management services
• Financial planning
• Retirement income strategies
• Federal employee benefits
• Estate planning services

Headquarters

HQ city

Rockville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Wealth Management and Advisory Fees: Comprehensive financial planning and wealth management services offered through broker dealer Osaic Wealth, Inc. Services include financial planning, wealth management strategies, estate planning, retirement planning, college funding, succession planning, insurance, risk management, and corporate retirement plans.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Axiom Value is a full-service independent boutique wealth management practice providing holistic financial planning and wealth management services to individuals, families, federal employees, business owners, and nonprofit organizations in the Washington D.C., Maryland, and Virginia (DMV) area. Services span financial planning, wealth management, retirement income strategies, IRA/401(k) rollovers, annuities, investments, asset protection, life insurance, tax-efficient strategies, long-term care planning, IRA legacy planning, estate planning coordination, college funding, succession planning, risk management, corporate retirement plans, and specialized federal employee benefits advisory (TSP, FERS). The firm operates through broker dealer Osaic Wealth, Inc. and offers product access via its ProFeds partnership.

Product overview

Axiom Value is a full-service independent boutique wealth management practice serving clients in Washington D.C., Maryland, and Virginia. The firm provides holistic financial management organized around three service pillars: Grow (retirement income strategies, wealth management, annuities, investments, IRA/401(k) rollovers), Preserve (asset protection, life insurance, tax-efficient strategies, long-term care strategies), and Give (IRA legacy planning). Additional services include financial planning, estate planning coordination, college funding, succession planning, risk management, and corporate retirement plans. The firm operates through broker dealer Osaic Wealth, Inc. and offers specialized federal employee benefits advisory through a partnership with ProFeds. They also authored the 'TSP From A to Z' book for federal employees.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Comprehensive financial planning services tailored to individual goals, risk tolerance, and life circumstances, delivered through a Discovery, Prioritization, and Strategy Building methodology for individual clients.
• Wealth Management Investment management and strategies focused on growing and protecting client assets through diversified portfolios for individuals and families.
• Retirement Income Strategies Strategies designed to help clients prepare for and sustain retirement through systematic income planning.
• IRA/401(k) Rollovers Guidance on consolidating retirement accounts and executing strategic rollovers to optimize retirement outcomes.
• Annuities Insurance products providing guaranteed income streams for retirement planning purposes, accessed through broker dealer Osaic Wealth, Inc.
• Investment Products Access to a wide range of investment products through broker dealer Osaic Wealth, Inc.
• Asset Protection Strategies Strategies to protect wealth from potential creditors, lawsuits, and market volatility.
• Life Insurance Insurance products and services to protect families and provide financial security.
• Tax-Efficient Strategies Strategies designed to minimize tax liabilities and maximize after-tax wealth for clients.
• Long-Term Care Strategies Planning and insurance solutions to address potential long-term care needs and costs.
• IRA Legacy Planning Planning strategies to maximize the impact of IRA assets for heirs and charitable causes.
• Estate Planning Coordination with estate planning attorneys to optimize wealth transfer and estate outcomes.
• College Funding Education funding strategies to help families prepare for higher education expenses.
• Succession Planning Business succession planning services for business owners transitioning ownership.
• Risk Management Services Comprehensive risk assessment and management to protect client assets and financial goals.
• Corporate Retirement Plans Retirement planning services for businesses and corporate clients, including 401(k) plans.
• Federal Employee Benefits Advisory Specialized advisory services for federal employees, including TSP guidance, FERS benefits, and retirement planning, supported by ProFeds partnership training on federal benefit complexities.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered minor and core.

• Washington PostminorGTM or Marketing Partner · 4 October 2022Momodou Bojang was interviewed by the Washington Post for an article on home buying and interest rates. The interview positioned him as a financial planning authority and provided media exposure for Axiom Value.
• Osaic Wealth, Inc.coreChannel Partner/ Reseller/ DistributorOsaic Wealth, Inc. is the broker dealer through which Axiom Value offers its range of products and services. As an independent advisor operating through this broker dealer, Axiom Value can access a wide variety of financial products and services to offer clients without being limited to a single company's offerings.
• ProFedscoreStrategic or Co-development PartnerProFeds is a nationwide support structure providing specialized training to financial professionals on federal employee benefits. They help Axiom Value stay current on changing federal benefits and provide workshops, webinars, and seminars for federal employees. ProFeds is a federal contractor providing free educational workshops to federal agencies through their network of financial professionals.
• DC News NowminorGTM or Marketing PartnerMedia partnership for 'Retire Now DMV' TV show hosted by Momodou Bojang. Show airs weekly on DC News Now, covering retirement planning topics relevant to the DMV area audience.
• WTTG-FOX 5minorGTM or Marketing PartnerMedia partnership for 'Retire Now DMV' TV show airing Sunday mornings at 5:30 AM, expanding reach of Axiom Value's financial education content to Fox 5 viewers in the DC metro area.
• Authority MagazineminorGTM or Marketing PartnerMomodou Bojang contributed expert insights on finding the right financial advisor in an Authority Magazine interview, positioning Axiom Value leadership as industry thought leaders.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Empower (formerly Personal Capital): Hybrid digital wealth manager combining free tools, dashboards, and human advisor services for retirement planning and portfolio management. Comparable to Axiom Value's hybrid advice model and emphasis on retirement/income planning.
• Facet Wealth: Digital-first financial planning firm providing flat-fee advice across retirement, tax, and estate planning. Comparable to Axiom Value in delivering comprehensive financial planning to individuals, with a more technology-led delivery model.

Emerging players

• Ellevest: Digital wealth management and financial planning platform, originally built around women investors, offering managed portfolios and retirement planning. Comparable to Axiom Value in addressing an underserved investor segment with goal-based planning, but with a tech-led delivery model.

Broad incumbents

• Raymond James Financial Planning: Diversified wealth management firm with a large independent advisor channel offering financial planning, retirement, and investment services. Comparable to Axiom Value in offering advisor-led holistic planning with broad product access through a broker dealer platform.
• Ameriprise Financial: Diversified financial services firm with a large advisor channel offering financial planning, retirement, and wealth management. Comparable to Axiom Value in delivering holistic planning to individuals and business owners, though with a much larger and broader platform.
• Edelman Financial Engines: Large hybrid RIA combining advisor-led planning with digital tools, focused on retirement plan participants and individual investors. Highly comparable to Axiom Value's advisor-plus-digital approach and retirement planning emphasis.
• Fisher Investments: Large global investment manager serving individual and institutional clients with portfolio management and retirement advisory. Comparable to Axiom Value in providing portfolio-focused wealth advisory to individuals, though at vastly greater scale.
• Creative Planning: Large national RIA offering holistic financial planning, wealth management, and retirement advisory. Comparable to Axiom Value as an independent fiduciary-style advisory firm serving individuals and families, though materially larger and broader in scope.

Others

• WiserAdvisor: Lead-generation and matching platform that connects consumers with financial advisors. Comparable to Axiom Value's growth motion in driving prospects toward advisory engagements, and a relevant alternative channel for federal-employee client acquisition.
• Dave Ramsey SmartVestor: Referral network that matches consumers with local financial advisors and coaches around retirement and wealth planning. Comparable to Axiom Value's relationship-driven acquisition model and emphasis on educating consumers before they engage an advisor.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/Axiomvaluellc
• LinkedInlinkedin.com/in/momodou-bojang-b359a621

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Axiom Value