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

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

Apex Wealth Management advises individuals, high‑net‑worth clients, charitable organizations, government entities and retirement plans, providing discretionary asset management, financial consulting, and ongoing investment monitoring. The firm reports managing about $52 million across roughly 66 client relationships and tailors portfolios to each client’s stated goals, time horizon and risk tolerance. The investment process emphasizes Modern Portfolio Theory and portfolio construction to align expected return with risk preferences, with the firm typically operating under discretionary authority for managed accounts while also offering non‑discretionary monitoring and hourly financial planning. For retirement plans the firm offers ERISA services, including acting as a 3(38) investment manager with IPS development, selection and monitoring of plan investment options, and participant education delivered as a non‑fiduciary service. Noteworthy distinctions include a disclosed 2013 administrative sanction related to prior registration that was resolved by consent and a monetary penalty, a disclosure that is uncommon among peers and relevant to due diligence. The firm’s client mix and service set — including active work for charitable organizations, pension and profit‑sharing plans and pension consulting — is also less common for independent firms of this size.

To learn more about the advisors currently working at APEX 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.