A complete list of active advisors currently associated with Apis Financial Group, LLC

Warmer can help you find a great advisor at Apis Financial Group, LLC or one who fits your needs even better.

The firm provides investment management and financial planning to individual clients, including high‑net‑worth households. Services include ongoing portfolio management guided by client‑specific investment policies and two types of planning engagements: a comprehensive Foundation Service (discrete or ongoing) and Point‑in‑Time engagements for targeted issues. Portfolios are built around asset‑allocation targets and are managed using a blend of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory principles to address risk and diversification. Onboarding and planning use secure, encrypted data‑aggregation tools to compile client information, accounts are reviewed quarterly, and services may be provided on a discretionary or non‑discretionary basis. Distinctive features include a fee‑only model (no commissions or product sales), fixed‑fee planning options with staged deliverables, and no stated account minimum. The firm reports approximately $4,078,011 in discretionary assets across eight clients, recommends custody with Schwab and receives institutional services from that custodian, and discloses that it does not vote client proxies; the principal also holds an insurance license but does not sell insurance products to clients.

To learn more about the advisors currently working at Apis Financial Group, 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.