Trusted Financial Advisors

Apex Financial Advisors is a comprehensive financial planning and wealth management firm focused on providing solutions for high-net-worth individuals, families, and closely-held businesses. Apex is an SEC-registered RIA that upholds the strictest fiduciary duty to our clients. We are a group of professionals who possess decades of excellence and diverse experience in the financial services industry. Our team expends significant energy and attention toward managing your assets in accordance with the values and principles that you embrace. Earning your trust is a vital component in our relationship and is ultimately our most distinguishing attribute.

Excellence in Financial Planning and Wealth Management

Apex Financial Advisors offers an extensive range of financial planning services. We develop customized and complete financial plans and comprehensive financial solutions, including estate planning, tax planning, retirement planning, and more. Our team of experienced financial advisors offers you insight and strategies on how you can meet your financial goals for long-term financial stability. We care about your money and time. That is why we strive to provide prompt advisory solutions at competitive rates.

Real Estate Investment Management

Apex offers differentiated investment solutions that builds upon the team’s decades of commercial real estate investing experience to structure direct investment commercial real estate partnerships wherein principals of Apex co-invest side-by-side with other investors on the same terms and conditions.