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100% ownership. High recurring revenue. Full back-office support. A community of successful advisors in your corner.
Trusted by over 90 Advisors in 6 different states
I started here right out of college — 15 years later, I’m still proud to call this home.
Advisor
Julie McCormick is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Continuum Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 5100 Poplar Ave, Suite 2300 Memphis, TN 38137, 901-748-8888. AR Insurance License #18131759. Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. CRN202809-9482052
Axiom gives me the resources and support that help me feel more confident in my growth
Advisor
Marcus Esposito is a registered representative of and offers securities and investmentadvisory services through MML Investors Services, LLC. Member SIPC. LongviewPlanning Partners is not a subsidiary or affiliate of MML Investors Services, LLC, or itsaffiliated companies. OSJ: 5100 Poplar Ave, Suite 2300 Memphis, TN 38137, 901-748-8888.AR Insurance License #12769763, CA Insurance License #4179998. Axiom PlanningResources is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliatedcompanies. CRN202807-8995131
At Axiom, we just have a lot more of an entrepreneurial spirit — to create a business, build it, and grow it on your own terms.
Advisor
Jesse Holman is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. HCP Companies is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 5100 Poplar Ave, Suite 2300, Memphis, TN 38137, 901-748-8888. Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. CRN202809-9482067
Axiom truly puts advisors first — their leadership and vision make me excited about the future of our industry.
Advisor
Jon Leonard is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Continuum Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 5100 Poplar Ave, Suite 2300, Memphis, TN 38137, 901-748-8888. Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. CRN202809-9481981
Here, I have the flexibility and support that make my work truly enjoyable.
Advisor
Andy Faught is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Continuum Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 5100 Poplar Ave, Suite 2300, Memphis, TN 38137, 901-748-8888. Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. CRN202809-9481969
Axiom empowers you to grow — with the right balance of flexibility, support, and a culture that encourages entrepreneurship.
Advisor
Spencer Cultra is a registered representative of and offers securities and investment
advisory services through MML Investors Services, LLC. Member SIPC. Stewardship
Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC, or its
affiliated companies. OSJ: 5100 Poplar Ave, Suite 2300 Memphis, TN 38137, 901-748-8888.
Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC
or its affiliated companies. CRN202807-8995131
I jumped off that cliff — and I have not looked back.
Advisor
Matt Hutcheson is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Wellness Financial Advisors is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 5100 Poplar Ave, Suite 2300 Memphis, TN 38137, 901-748-8888. Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. CRN202809-9481924
Axiom’s planning team has made a big difference for us — their support lets us focus on clients while trusting our plans are in good hands.
Advisor
Andy Schull is a registered representative of and offers securities and investment
advisory services through MML Investors Services, LLC. Member SIPC. Independent
Planning Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its
affiliated companies. OSJ: 5100 Poplar Ave, Suite 2300 Memphis, TN 38137, 901-748-8888.
AR Insurance License #16797712. Axiom Planning Resources is not a subsidiary or
affiliate of MML Investors Services, LLC or its affiliated companies. CRN202807-8995131
The planning department at Axiom allows me to spend less time in the weeds and more time serving clients — and that’s changed everything.
Advisor
John Prather is a registered representative of and offers securities and investment
advisory services through MML Investors Services, LLC. Member SIPC. Longview
Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC, or its
affiliated companies. OSJ: 5100 Poplar Ave, Suite 2300 Memphis, TN 38137, 901-748-8888.
AR Insurance License #1674977, CA Insurance License #0F04009. Axiom Planning
Resources is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated
companies. CRN202807-8995131
Axiom gives us entrepreneurial freedom to operate our business how we want to operate while also giving us great support.
Advisor
Marcus Esposito is a registered representative of and offers securities and investment
advisory services through MML Investors Services, LLC. Member SIPC. Longview
Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC, or its
affiliated companies. OSJ: 5100 Poplar Ave, Suite 2300 Memphis, TN 38137, 901-748-8888.
AR Insurance License #12769763, CA Insurance License #4179998. Axiom Planning
Resources is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated
companies. CRN202807-8995131
At Axiom, we just have a lot more of an entrepreneurial spirit — to create a business, build it, and grow it on your own terms.
Advisor
Richard Jones is a registered representative of and offers securities and investment advisory
services through MML Investors Services, LLC. Member SIPC. OSJ: 5100 Poplar Ave, Suite 2300, Memphis, TN 38137, 901-748-8888. Keystone Planning Partners is not a subsidiary or affiliate
of MML Investors Services, LLC or its affiliated companies. AR Insurance License #1677638.
Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC or its
affiliated companies. CRN202807-8995131
There were times I was lying in bed thinking, why did I do this? But I pushed through — and I’m so glad I did.
Advisor
Ryan Montgomery is a registered representative of and offers securities and investment advisory
services through MML Investors Services, LLC. Member SIPC. Independent Planning Group is
not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 5100
Poplar Ave, Suite 2300 Memphis, TN 38137, 901-748-8888. AR Insurance License #9392901. CA
Insurance License #4330398. Axiom Planning Resources is not a subsidiary or affiliate of MML
Investors Services, LLC or its affiliated companies. CRN202807-8995131
What Axiom offered was structure, process, and a clear path — things I never had in my prior firm, and things that gave me real peace of mind.
Advisor
Spencer Cultra is a registered representative of and offers securities and investment
advisory services through MML Investors Services, LLC. Member SIPC. Stewardship
Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC, or its
affiliated companies. OSJ: 5100 Poplar Ave, Suite 2300 Memphis, TN 38137, 901-748-8888.
Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC
or its affiliated companies. CRN202807-8995131
I jumped off that cliff — and I have not looked back.
Advisor
Charles Emerson is a registered principal of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Independent Planning Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 5100 Poplar Ave, Suite 2300, Memphis, TN 38137, 901-748-8888. AR Insurance License #8142949. Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN202807-8995131
It’s not this competitive environment. We’re all helping each other get better. Iron sharpens iron kind of thing.
Advisor, Co-Owner
Jerry Corless is a registered principal of and offers securities and investment advisory
services through MML Investors Services, LLC. Member SIPC. Axiom Planning Resources
is not a subsidiary or affiliate of MML Investors Services LLC, or its affiliated companies.
OSJ: 5100 Poplar Ave, Suite 2300 Memphis, TN 38137, 901-748-8888. AR Insurance License
#277606, CA Insurance License #0I20110. Axiom Planning Resources is not a subsidiary or
affiliate of MML Investors Services, LLC or its affiliated companies. CRN202807-8995131
In the traditional model, you build the business — but by contract, they own it. If you brought in the client, you should own the relationship.
Co-Founder, Axiom
I started here right out of college — 15 years later, I’m still proud to call this home.
Advisor
Julie McCormick is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Continuum Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 5100 Poplar Ave, Suite 2300, Memphis, TN 38137, 901-748-8888. Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. CRN202809-9482052
Axiom gives me the resources and support that help me feel more confident in my growth
Advisor
Marcus Esposito is a registered representative of and offers securities and investment
advisory services through MML Investors Services, LLC. Member SIPC. Longview
Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC, or its
affiliated companies. OSJ: 5100 Poplar Ave, Suite 2300 Memphis, TN 38137, 901-748-8888.
AR Insurance License #12769763, CA Insurance License #4179998. Axiom Planning
Resources is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated
companies. CRN202807-8995131
At Axiom, we just have a lot more of an entrepreneurial spirit — to create a business, build it, and grow it on your own terms.
Advisor
Jesse Holman is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. HCP Companies is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 5100 Poplar Ave, Suite 2300, Memphis, TN 38137, 901-748-8888. Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. CRN202809-9482067
Axiom truly puts advisors first — their leadership and vision make me excited about the future of our industry.
Advisor
Jon Leonard is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Continuum Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 5100 Poplar Ave, Suite 2300, Memphis, TN 38137, 901-748-8888. Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. CRN202809-9481981
Here, I have the flexibility and support that make my work truly enjoyable.
Advisor
Andy Faught is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Continuum Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 5100 Poplar Ave, Suite 2300, Memphis, TN 38137, 901-748-8888. Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. CRN202809-9481969
Axiom empowers you to grow — with the right balance of flexibility, support, and a culture that encourages entrepreneurship.
Advisor
Spencer Cultra is a registered representative of and offers securities and investment
advisory services through MML Investors Services, LLC. Member SIPC. Stewardship
Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC, or its
affiliated companies. OSJ: 5100 Poplar Ave, Suite 2300 Memphis, TN 38137, 901-748-8888.
Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC
or its affiliated companies. CRN202807-8995131
I jumped off that cliff — and I have not looked back.
Advisor
Matt Hutcheson is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Wellness Financial Advisors is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 5100 Poplar Ave, Suite 2300 Memphis, TN 38137, 901-748-8888. Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. CRN202809-9481924
Axiom’s planning team has made a big difference for us — their support lets us focus on clients while trusting our plans are in good hands.
Advisor
Andy Schull is a registered representative of and offers securities and investment
advisory services through MML Investors Services, LLC. Member SIPC. Independent
Planning Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its
affiliated companies. OSJ: 5100 Poplar Ave, Suite 2300 Memphis, TN 38137, 901-748-8888.
AR Insurance License #16797712. Axiom Planning Resources is not a subsidiary or
affiliate of MML Investors Services, LLC or its affiliated companies. CRN202807-8995131
The planning department at Axiom allows me to spend less time in the weeds and more time serving clients — and that’s changed everything.
Advisor
John Prather is a registered representative of and offers securities and investment
advisory services through MML Investors Services, LLC. Member SIPC. Longview
Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC, or its
affiliated companies. OSJ: 5100 Poplar Ave, Suite 2300 Memphis, TN 38137, 901-748-8888.
AR Insurance License #1674977, CA Insurance License #0F04009. Axiom Planning
Resources is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated
companies. CRN202807-8995131
Axiom gives us entrepreneurial freedom to operate our business how we want to operate while also giving us great support.
Advisor
Marcus Esposito is a registered representative of and offers securities and investment
advisory services through MML Investors Services, LLC. Member SIPC. Longview
Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC, or its
affiliated companies. OSJ: 5100 Poplar Ave, Suite 2300 Memphis, TN 38137, 901-748-8888.
AR Insurance License #12769763, CA Insurance License #4179998. Axiom Planning
Resources is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated
companies. CRN202807-8995131
At Axiom, we just have a lot more of an entrepreneurial spirit — to create a business, build it, and grow it on your own terms.
Advisor
Richard Jones is a registered representative of and offers securities and investment advisory
services through MML Investors Services, LLC. Member SIPC. OSJ: 5100 Poplar Ave, Suite 2300, Memphis, TN 38137, 901-748-8888. Keystone Planning Partners is not a subsidiary or affiliate
of MML Investors Services, LLC or its affiliated companies. AR Insurance License #1677638.
Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC or its
affiliated companies. CRN202807-8995131
There were times I was lying in bed thinking, why did I do this? But I pushed through — and I’m so glad I did.
Advisor
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Ryan Montgomery is a registered representative of and offers securities and investment advisory
services through MML Investors Services, LLC. Member SIPC. Independent Planning Group is
not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 5100
Poplar Ave, Suite 2300 Memphis, TN 38137, 901-748-8888. AR Insurance License #9392901. CA
Insurance License #4330398. Axiom Planning Resources is not a subsidiary or affiliate of MML
Investors Services, LLC or its affiliated companies. CRN202807-8995131
What Axiom offered was structure, process, and a clear path — things I never had in my prior firm, and things that gave me real peace of mind.
Advisor
Spencer Cultra is a registered representative of and offers securities and investment
advisory services through MML Investors Services, LLC. Member SIPC. Stewardship
Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC, or its
affiliated companies. OSJ: 5100 Poplar Ave, Suite 2300 Memphis, TN 38137, 901-748-8888.
Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC
or its affiliated companies. CRN202807-8995131
I jumped off that cliff — and I have not looked back.
Advisor
Charles Emerson is a registered principal of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Independent Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 5100 Poplar Ave, Suite 2300, Memphis, TN 38137, 901-748-8888. AR Insurance License #8142949. Axiom Planning Resources is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN202807-8995131
It’s not this competitive environment. We’re all helping each other get better. Iron sharpens iron kind of thing.
Advisor, Co-Owner
Jerry Corless is a registered principal of and offers securities and investment advisory
services through MML Investors Services, LLC. Member SIPC. Axiom Planning Resources
is not a subsidiary or affiliate of MML Investors Services LLC, or its affiliated companies.
OSJ: 5100 Poplar Ave, Suite 2300 Memphis, TN 38137, 901-748-8888. AR Insurance License
#277606, CA Insurance License #0I20110. Axiom Planning Resources is not a subsidiary or
affiliate of MML Investors Services, LLC or its affiliated companies. CRN202807-8995131
In the traditional model, you build the business — but by contract, they own it. If you brought in the client, you should own the relationship.
Co-Founder, Axiom
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