Apex Financial Advisors, Inc. Information

Apex Financial Advisors is a premier investment management firm and multi-family office specializing in comprehensive financial advisory services including investments, commercial real estate, and tax advice. As an independent, fee-only Registered Investment Advisor, we guide our clients to financial success and security. Apex was founded on the concept of providing independent financial and investment advice that is in the best interest of the client. We are a group of professionals who possess decades of excellence and diverse experience in the financial services industry. Our team expends significant energy and attention toward managing your assets in accordance with the values and principles that you embrace. Earning your trust is a vital component in our relationship and is ultimately our most distinguishing attribute.