Our Services

A relationship based practice founded on integrity, trust, and transparency.

Comprehensive Financial Planning

Experience wealth management where quality and service meet at the highest point. Your APEX experts will review and analyze your financial situation to develop a thorough strategy that elevates your financial health. Receive complete financial planning services that cover every area of your life.

Retirement Planning

Income Planning

Risk Management

Education Planning

Estate Planning

Charitable Planning

  • Establishing and defining the client-planner relationship and answering all your questions.
  • Gathering client data including your goals, concerns, and understanding your risk tolerance level.
  • Analyzing and evaluating your current financial status and investment accounts.
  • Developing and presenting recommendations and/or alternative strategies for your plan.
  • Implementing the recommendations and plan. Without implementation or a plan, It’s a plan to fail.
  • Monitoring, reviewing, and making any necessary adjustments to your plan along the way.

Personalized Investment Management

Your APEX advisor builds your custom portfolio using all three pillars of index funds, actively managed mutual funds (when and where appropriate), and individual stocks. We also apply an active management overlay to our passive investments to give you the best opportunity to achieve greater returns in the long term. With these building blocks in place, we customize and adjust as appropriate based on your goals and priorities.

  • Core Asset Allocation
  • Equity Income
  • Diversified Income
  • Fixed Income
  • Defensive Strategies
  • Private Equity

Employee Benefits Plan (401k / 403B)

Navigating your way to the peak of financial freedom includes investing in your retirement goals. Reach your APEX by incorporating your employee benefits plan into your strategy. Let us be your guide as you make your way to the top and ensure you are saving efficiently for a comfortable future.

Foundation And Endowment Advisory Services

Invest in what matters to you most, whether you are a board member, leader, or supporter of a nonprofit foundation or endowment program. As your fiduciary partner, your APEX advisor will always put your priorities first as we help you develop a mission-aligned financial strategy.

What to Expect as a Client

Get the personalized attention and dedicated service you deserve as we guide you towards the highest point of your financial success.

Learn About Our Approach to Elevating Your Financial Future

The journey to the APEX of financial success starts with a single step.

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