About

About... Our Firm

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.

Our Mission

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.  With fluctuating markets and the uncertainty of future events, our firm implements customized strategies designed to build your wealth, reduce risk factors, and distribute your accumulated assets to loved ones utilizing tax-efficient methods.

We perform a complete tax review and an ongoing analysis of your finances – assets, liabilities, and cash flow. These additional solutions 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.

Apex Advantages

With Apex, your investments will be managed in-house, by professionals with unrivaled expertise.

Now is the time to re-evaluate your entire portfolio and protect your investments not only for your future, but your family’s future.

As an independent financial advisor operating under a Fiduciary Standard, Apex does not charge commissions or brokerage fees. Client assets are held by large institutional, cost effective custodians.

Fidelity Investments provides clearing and custody solutions to Apex through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 

Fidelity Investments is an independent company, unaffiliated with Apex. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Apex and does not guarantee or assume any responsibility for its content. Fidelity Investments is a registered trademark of FMR LLC. Clearing, custody, or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC, members NYSE, SIPC. Fidelity Investments is one of the world’s largest providers of financial services. For more information about Fidelity Investments, visit www.fidelity.com.
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