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Michael Grau, Cfp®, Ricp® Email & Phone Number
Co-Founder
at
Axiom Financial Strategies Group
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Co-Founder
Location
Louisville Metropolitan Area, United States
Who is Michael Grau, Cfp®, Ricp®? Overview
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Quick answer
Michael Grau, Cfp®, Ricp® is listed as Co-Founder at Axiom Financial Strategies Group, based in Louisville Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Michael Grau, Cfp®, Ricp®.
Michael Grau, Cfp®, Ricp® previously worked as President at Axiom Financial Strategies Group and Partner, Financial Advisor at Axiom Insurance Solutions. Michael Grau, Cfp®, Ricp® holds Bachelor Of Science (B.S.), Accounting And Finance from University Of Dayton.
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Axiom Financial Strategies Group
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Profile bio
About Michael Grau, Cfp®, Ricp®
My professional career has been built around serving others in the accounting and financial services sectors. It is very important for me to work directly with my clients to grow, manage and preserve their wealth, both now and for future generations. I began my financial advisory career with Smith Barney and later joined Wells Fargo Advisors. Prior to this transition, I spent 20 years in the field of Accounting, working for various retail optical and contract packaging and manufacturing companies.In 2020, I joined with my business partners at Wells Fargo in making the decision to form our own companies—Axiom Financial Strategies Group and Axiom Insurance Solutions. We wanted to create a culture-rich team, with the common goal of providing those we serve with access to more strategic options and client-centric solutions. I graduated with a Bachelor of Science degree in accounting and finance from the University of Dayton. In order to expand my knowledge and serve clients in a greater capacity, I also earned several designations, including CERTIFIED FINANCIAL PLANNER™ and Retirement Income Certified Professional® (RICP®). My wife Kimberly and I have two wonderful daughters, Hannah and Madison. Outside the office, you will find me volunteering at Habitat for Humanity and The Community Kitchen in Jeffersonville and supporting several other local charities. My personal interests include golf, tennis, fitness training and traveling with my family.To learn more please visit our website at http://www.axiomfsg.com/or contact me at 812-913-7701. I cannot respond to messages through LinkedIn.Securities offered through Lion Street Financial, LLC (LSF), member FINRA, SIPC. Investment advisory products and services offered through Axiom Financial Strategies Group, LLC, an investment adviser registered with the SEC. Axiom Financial Strategies Group, LLC,LSF, and Spring Street Solutions do not provide tax or legal advice. LSF and the above firms are not affiliated. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.
Current workplace
Michael Grau, Cfp®, Ricp®'s current company
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Axiom Financial Strategies Group
Website
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4 roles
Michael Grau, Cfp®, Ricp® work experience
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President
My role at Axiom Financial Services Group is to build and develop a team of people who take great pride in understanding the interests, goals and objectives of our clients before offering financial advice. One of the most enjoyable aspects of my work is taking a step back from the business world and learning people's personal stories.When advising my clients, I use both my accounting background and my financial strategy knowledge to create a forward-looking plan. The primary aim is to help families and their enterprises successfully navigate the challenges of protecting their wealth and legacy, while guiding their heirs into the future.Axiom Financial Strategies Group is a full-service wealth planning and investment advisory firm, serving HNW and UHNW clients. Our comprehensive approach to working with clients and strategic partners utilizes an open-architecture platform. We strive to help clients gain clarity around their goals, develop tangible plans to move from point A to point B, monitor their progress and implement necessary changes.Specialties: ✓ Investment Advisory ✓ Family Office Services ✓ Wealth Transfer Planning ✓ Family Governance ✓ Legacy Planning ✓ Wealth Management ✓ Real Estate ✓ Accounting ✓ Insurance Advisory ✓ Financial Planning ✓ Retirement Planning ✓ Financial AnalystThe information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered a solicitation for services.
Partner, Financial Advisor
In my position as Partner for Axiom Insurance Solutions, I work closely with our clients on strategic planning, operations and key decisions for fulfilling their insurance needs.Axiom Insurance Solutions was developed as an open-architecture platform to find unique solutions to problems uncovered during the wealth-planning process. As an Owner Firm of Lion Street, Inc., we have best-in-class access to all lines of insurance products, strategies and leadership to serve individuals, families and corporate clients.Specialties: ✓ Life Insurance ✓ Business Planning ✓ Long-Term Care ✓ Estate Planning ✓ Legacy Planning ✓ Disability Insurance ✓ Succession Planning ✓ Premium Finance ✓ Private Placement Insurance ✓ ESOPs ✓ Corporate Benefits
Owner
Axiom Financial Strategies Group is proud to be an Owner Firm of Lion Street, Inc. a leading national financial services company based in Austin. Founded in 2010 by industry veteran Bob Carter, Lion Street is comprised of an elite network of firms that specialize in financial solutions for high-net-worth individuals, family offices, business owners and corporate clients.As an Owner Firm, we gain favored access to insurance carriers and financial institutions, and the products and services they offer, enhancing our ability to meet the complex planning requirements of our clients.Specialties: ✓ Investment Advisory ✓ Charitable Planning ✓ Tax Planning ✓ Buy-Sell ✓ Key-Man Funding ✓ Defined Benefit Plans ✓ After-Tax Deferral Plans ✓ Executive Bonus 162 Plans ✓ High-Limit Disability ✓ Captive Insurance Plans ✓ Bank-Owned Life Insurance (BOLI) ✓ Employee Stock Ownership Plans (ESOPs) ✓ Premium Financed Life Insurance
1 education record
Michael Grau, Cfp®, Ricp® education
FAQ
Frequently asked questions about Michael Grau, Cfp®, Ricp®
Quick answers generated from the profile data available on this page.
What company does Michael Grau, Cfp®, Ricp® work for?
Michael Grau, Cfp®, Ricp® works for Axiom Financial Strategies Group.
What is Michael Grau, Cfp®, Ricp®'s role at Axiom Financial Strategies Group?
Michael Grau, Cfp®, Ricp® is listed as Co-Founder at Axiom Financial Strategies Group.
Where is Michael Grau, Cfp®, Ricp® based?
Michael Grau, Cfp®, Ricp® is based in Louisville Metropolitan Area, United States while working with Axiom Financial Strategies Group.
What companies has Michael Grau, Cfp®, Ricp® worked for?
Michael Grau, Cfp®, Ricp® has worked for Axiom Financial Strategies Group, Axiom Insurance Solutions, and Lion Street.
How can I contact Michael Grau, Cfp®, Ricp®?
You can use AeroLeads to view verified contact signals for Michael Grau, Cfp®, Ricp® at Axiom Financial Strategies Group, including work email, phone, and LinkedIn data when available.
What schools did Michael Grau, Cfp®, Ricp® attend?
Michael Grau, Cfp®, Ricp® holds Bachelor Of Science (B.S.), Accounting And Finance from University Of Dayton.
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