A complete list of active advisors currently associated with Apogee Financial Services Group, Inc.
Warmer can help you find a great advisor at Apogee Financial Services Group, Inc. or one who fits your needs even better.
Apogee Financial Services Group, Inc. provides personalized, fee-only financial planning and investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers comprehensive financial plans, ongoing investment advisory agreements, and hourly limited‑scope engagements and states it does not accept commissions or sell financial products. The firm employs a strategic asset‑allocation, core‑and‑satellite approach with global diversification and typically implements portfolios using no‑load or low‑load mutual funds and exchange‑traded funds held at Charles Schwab; individual stocks and bonds are used when appropriate. According to the brochure, nearly all assets are managed on a non‑discretionary basis (the firm reports roughly $50.4 million in non‑discretionary assets and $0 discretionary), and trades are executed under a limited power of attorney after client concurrence with periodic reviews at least quarterly. Apogee’s brochure discloses that principals maintain separate legal and accounting practices and may provide legal or accounting services to clients outside the advisory relationship, billed separately, and that one principal is licensed to sell insurance—features that are uncommon among peers. The firm’s focus on fee‑only advice for individual and small‑business clients rather than a high‑net‑worth niche, combined with a small advisory team managing about $50 million in primarily non‑discretionary accounts, distinguishes its operating model from many supported firms.
To learn more about the advisors currently working at Apogee Financial Services 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.
Name |
Location |
Years of experience |
|---|---|---|
Moorestown, NJ
| 22
| |
Moorestown, NJ
| 43
| |
Moorestown, NJ
| 22
|
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