A complete list of active advisors currently associated with Apex Strategic Wealth, LLC

Warmer can help you find a great advisor at Apex Strategic Wealth, LLC or one who fits your needs even better.

Apex Strategic Wealth, LLC provides wealth management and financial planning to individuals (including both non‑HNW and high‑net‑worth clients) as well as institutional and organizational clients. The firm offers individual portfolio management on both discretionary and non‑discretionary bases, written financial plans, and program‑based portfolio management implemented through third‑party LPL programs. The firm structures advice around documented client objectives, risk tolerance and liquidity needs, using fundamental, technical and cyclical analysis to build portfolios that may include equities, fixed income, options and alternative investments, with periodic monitoring and typically annual rebalancing. For program accounts APEX uses LPL model portfolios (static and dynamic), provides ongoing oversight of model performance, and delivers quarterly reporting to clients. Notable aspects include participation in multiple LPL advisory and wrap‑style programs (Manager Access Select, OMP, PWP, MWP, SMS and GWP) and a Small Market Solution offering that provides plan sponsor consulting, record‑keeper support and participant education. The firm and some personnel are also licensed insurance agents and a licensed insurance agency that may receive commissions separate from advisory fees, and APEX hosts educational seminars and workshops for clients and prospects (which may carry a modest attendee charge).

To learn more about the advisors currently working at Apex Strategic Wealth, LLC, 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.