Apex Financial Advisors goes to great lengths to understand the financial needs of you and your family. We provide an array of services that are geared to preserving and building your wealth in any financial climate.
In working with Apex, you have an opportunity to consult with an advisory firm that has wealth of experience and a stellar reputation in successfully helping clients reach their financial goals.
We offer a holistic and personalized approach to financial planning and advice, including investment management and asset allocation, as well as comprehensive planning for taxation, retirement income, and estate and wealth transfers.
- Investment Management
- Comprehensive Financial Planning
- Income and Estate Tax Planning
- Inter-Generational Wealth Transfer
- Gifting Strategies – Annual Exclusion and Lifetime Exclusion
- Retirement Income Management
- Living Trusts
- Lifetime Family Access Gift Trusts
- Generation Skipping Trusts
- Credit Shelter Trusts
- Irrevocable Trusts
- Qualified Terminal Interest Property Trusts (QTIP)
- Qualified Personal Residence Trust (QPRT)
- Family Limited Partnership / LLC
- Charitable Trusts
- Private Foundations or Donor Advised Funds
- Life Insurance
- Family Office Services
- Special Needs Planning
- Personal Trust Services
One-stop source to qualified wealth advisors
Looking for an experienced wealth advisor in Yardley? Look no further than Apex Financial Advisors. Our certified wealth advisors possess the required skills and know-how to deliver tailor-made asset and wealth management solutions.