A complete list of active advisors currently associated with AP Wealth Management

Warmer can help you find a great advisor at AP Wealth Management or one who fits your needs even better.

AP Wealth Management provides fee‑only financial planning and discretionary and non‑discretionary investment management primarily for high‑net‑worth individuals and families, and also for institutional clients such as charitable organizations and employer retirement plans. The firm offers ongoing wealth management alongside its comprehensive Lifetime Financial Solution planning process and works with clients across taxable and retirement accounts. The firm uses an asset‑allocation framework that categorizes holdings into four client‑specific buckets (relative return, Attain, opportunistic, and Protect) to align portfolios with each client’s risk/reward profile. Portfolios are implemented with a mix of open‑end mutual funds, ETFs, closed‑end funds, individual equities and fixed income, and also include less‑conventional vehicles such as structured notes and non‑public REITs when appropriate. Compared with many peer teams, AP Wealth’s service set includes acting as an ERISA 3(38) investment manager for qualified plans and providing 3(21) plan advisory and participant education, and it routinely uses closed‑end and structured products that can be less liquid or carry different risks than standard fund holdings. The firm custodizes client assets at Charles Schwab Institutional, does not accept soft‑dollar benefits, and recently changed its policy to no longer vote proxies on clients’ behalf, leaving proxy materials to be delivered directly by the custodian.

To learn more about the advisors currently working at AP Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.