A complete list of active advisors currently associated with APEX Advisory Group, Inc.

Warmer can help you find a great advisor at APEX Advisory Group, Inc. or one who fits your needs even better.

The firm provides investment advisory and financial consultation services to individuals, retirement plans, trusts, estates, charitable organizations and corporations, delivering advice on retirement planning, college funding, estate planning and insurance planning. Services are provided through education, written plans and consultation, with implementation and administration support when directed by the client. The firm follows a valuation-driven, fundamental and long-term investment philosophy and seeks to construct portfolios that align with each client’s risk profile and target asset allocation. Portfolio implementation and ongoing management are carried out primarily by third‑party discretionary managers (including Morningstar Investment Management), with the firm conducting reviews and client meetings rather than directly managing most individual portfolios in-house. Compared with many solo independent advisers, the firm’s principal is a Certified Public Accountant with extensive tax and accounting experience, and the advisory practice is affiliated with separate insurance and tax/accounting entities that share administrative staff and can offer insurance and tax preparation services. The combination of CPA expertise, formal affiliations with both insurance and accounting businesses, and explicit services for closely held and corporate clients (including cash‑flow consulting and exit‑planning support) is atypical for a firm of this size.

To learn more about the advisors currently working at APEX Advisory Group, Inc., 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.