Managing family assets to preserve and build their wealth, Apex Financial Advisors goes to great lengths to understand personal financial needs for current and future generations.
We provide more than just investment advice to our clients by performing a complete tax review and ongoing analysis of your finances – assets, liabilities, and cash flow. These additional services allow us to develop investment strategies that are tailored to you or your family’s financial needs, as the bottom line is how much remains after tax.
With fluctuating markets and the uncertainty of future events, our firm implements customized strategies designed to build your wealth, reduce risk factors that can erode your wealth over time, and distribute your accumulated assets to loved ones utilizing tax-efficient methods.
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.
Bob is the visionary behind Apex Financial Advisors. With over 37 years of experience in financial planning, and as one of the first to earn the CERTIFIED FINANCIAL PLANNER™ designation in the country, Bob is truly a groundbreaker in the financial services industry.
Stu brings over 13 years of diverse experience to the team. He most recently worked for Brickell Capital Management, a multi-family investment office in Miami, where he managed and implemented several trading strategies and hedge fund-of-funds portfolios for the firm.
Joe brings a varied background of professional experience to the Apex team. Most recently, Joe oversaw JRW Financial where he managed investment portfolios in separate accounts utilizing a value-oriented equity investment approach.
Mike Ahearn has over 43 years of experience in banking and finance. His 15 years of banking were spent mainly in areas of risk management: auditing and credit analysis. His finance experience encompasses commercial real estate, asset-backed securities and corporate finance advisory services.
Christine began her career in the financial services industry 12 years ago in institutional retirement and transitioned into wealth management a few years later. She plays a key role in client service and administrative inquiries, often anticipating client needs. She is detailed oriented, efficient and excels at problem solving.