Apex Financial Advisors, Inc. Information

Apex Financial Advisors provides comprehensive financial planning and advanced wealth management including investment management and asset allocation, generational wealth transfer strategies, estate preservation, income and estate tax consultation, retirement planning, trust services, and insurance planning. Our clients are high net worth individuals and families, privately-held business owners, and corporate executives. Founded by Robert Connell, one of the first CFPs in the country, Apex is dedicated to serving clients on a personal level, helping navigate the evolving demands of family, business, taxes and life issues. Apex customizes financial planning and advice for each client, with the ultimate goal of personal financial stability. As an Independent Registered Investment Advisor (RIA), Apex capitalizes on the ability to select from a wide variety of investment vehicles such as traditional asset classes, alternative investments, and private equity. We hold ourselves to highest standard of a fiduciary responsibility and operate on a fee-only basis.