Michael Grau, Cfp®, Ricp®
About Michael Grau, Cfp®, Ricp®
Michael Grau, CFP®, RICP®, is the President and Owner of Axiom Financial Strategies Group and Axiom Insurance Solutions, where he specializes in complex planning for high-net-worth clients. He has a background in finance with over two decades of experience, including a tenure at Morgan Stanley and Wells Fargo Advisors.
Work at Axiom Financial Strategies Group
Michael Grau has served as President of Axiom Financial Strategies Group since its establishment in 2020. Under his leadership, the firm has focused on providing strategic options and client-centric solutions for high-net-worth individuals, family offices, business owners, and corporate clients. Axiom Financial Strategies Group benefits from its status as an Owner Firm of Lion Street, Inc., which has facilitated favored access to various insurance carriers and financial institutions.
Work at Axiom Insurance Solutions
In addition to his role at Axiom Financial Strategies Group, Michael Grau is a Partner and Financial Advisor at Axiom Insurance Solutions, also established in 2020. His work involves delivering tailored financial advice and solutions to clients, leveraging his extensive experience in the financial industry to meet complex planning requirements.
Previous Experience at Morgan Stanley and Wells Fargo Advisors
Michael Grau has a substantial background in the financial services sector, having worked at Morgan Stanley as First Vice President from 2000 to 2009. He then transitioned to Wells Fargo Advisors, where he held the position of First Vice President - Investment Officer from 2009 to 2020. His cumulative experience in these roles spans over 20 years, contributing to his expertise in financial planning and investment strategies.
Education and Expertise
Michael Grau earned a Bachelor of Science (B.S.) degree in Accounting and Finance from the University of Dayton, where he studied from 1974 to 1979. His educational background provides a solid foundation for his specialization in complex planning requirements for affluent clients and corporate entities.
Community Involvement and Volunteer Work
Outside of his professional commitments, Michael Grau actively supports several local charities. He volunteers his time with Habitat for Humanity and The Community Kitchen in Jeffersonville, demonstrating a commitment to community service and social responsibility.