Charlie Dombek, CPA MBA
Wealth Architect and Founder of Axium Wealth, The Optimal Financial Group, and Dentistry Wealth
Charlie Dombek, CPA MBA, is an internationally recognized financial and wealth architect and is one of the foremost authorities on domestic and international tax planning and mitigation. He has been a practicing CPA for over 25 years and is a founding partner at The Optimal Financial Group, which is a boutique CPA firm with a national footprint.
Charlie has raised more than $100M in equity for real estate acquisitions totaling nearly $1B over the last two years. He is a direct sponsor of an asset-backed lending platform in micro-lending niches, as well as, a FOREX trading platform with over $50M in capital under management.
Charlie’s clients include family offices, professional athletes, entertainers, and highly successful healthcare professionals. Charlie began his career in the late 80′s at the Big Four national accounting firm Ernst and Young. He holds an MBA from the College of William and Mary, along with a Bachelor of Science in Accounting from Virginia Tech. He is a highly recognized author and a regular speaker at financial and investment workshops throughout the world.
Outside of the office, Charlie can be found around the world in the streams and rivers with a fly rod in his hand and chasing world championships on the men’s senior tennis circuit.
Thomas Barber
Thomas began his career in financial services in 2000. He is serving as an Advanced Planning Consultant to Axium Wealth.
Thomas is relied upon by a network of advisors throughout the country for his advanced tax planning knowledge. He applies a multidisciplinary approach to solving complex tax problems and employs a variety of financial solutions designed to mitigate taxes, optimize enterprise value and enhance asset protection. In this capacity, Thomas also serves as an outsourced Advanced Planning Consultant to Magnus Financial Group, Advisors Equity Group Member Firms, Fortune Tax Alliance, LawVisory, Parkhill Advisory Group, and Trust-CFO.
Prior to this role, he was Chief Marketing Officer and Chief Business Development Officer for Magnus Financial Group, an award-winning independent Registered Investment Advisor with headquarters in New York.
Thomas is a Founding Member of Advisors Equity Group (AEG), an innovative equity-owned think tank made up of financial service professionals and centers of influence from around the world. He is a Legacy Member of the National Association of Cash Flow Advisors (NACFA). He holds his Life, Accident & Health Insurance license and is actively working on his Certified Exit Planning Advisor (CEPA) and Certified Digital Asset Advisor (CDAA) credentials.
Thomas graduated from Cornell University and while there he balanced his time between academics and athletics, playing linebacker on the football team and a member of the Sphinx Head Society. Thomas resides in the Franklin; Tennessee are with his partner Jennifer and their two children.