A complete list of active advisors currently associated with APEX Tax & Financial Planning

Warmer can help you find a great advisor at APEX Tax & Financial Planning or one who fits your needs even better.

Apex Tax & Financial Planning provides personalized financial planning and wealth management to individuals, high‑net‑worth individuals, business owners, trusts, and other clients including financial advisors. Its offerings include tax‑aware financial planning, retirement and estate planning, education funding, and investment management on both discretionary and non‑discretionary bases. The firm structures portfolios around a written Investment Policy Statement and a total‑return framework, employing both active and passive strategies and a broad set of instruments (mutual funds, ETFs, individual stocks and bonds, structured notes, commodity ETFs, and options where appropriate). Planning incorporates cash‑flow analysis, scenario and Monte Carlo modeling, quarterly account reviews, and a preference to custody assets at Charles Schwab or Interactive Brokers. Noteworthy for a firm of this size, Apex is affiliated with an accounting practice, Apex Tax & Financial Solutions, owned by the same principal, which provides tax return preparation and related tax planning services that may be recommended to clients for a separate fee. The firm also delivers occasional free educational seminars and explicitly serves business owners and other financial professionals as clients, an operational mix that is less common among independent solo advisers.

To learn more about the advisors currently working at APEX Tax & Financial Planning, 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.

Name	Location	Years of experience
Alvin Wolcott II	Kent, WA	12

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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