APEX Asset Advisors
APEX Asset Advisors provides financial planning, wealth management, tax planning and estate planning and is located in Hot Springs, Arkansas. As an investment management firm, APEX is recognized throughout the state and region.
We treat clients like family, developing deep, trusted and lasting relationships, guiding them on their financial journeys by making well-researched, solid financial decisions that create financial freedom while allowing space for bringing dreams to life.
Company Owner Tim Poole
Tim Poole, has almost two decades of experience as a financial advisor. A graduate of the University of Central Arkansas, Tim has a B.A. in Finance. His career started at A.G. Edwards, which became Wells Fargo Advisors. After moving to Merrill Lynch, where he served as a branch manager for 10 years, Tim realized clients would be served best if he was truly independent of big corporate initiatives and agendas. In 2020, he launched APEX Asset Advisors, and he’s now writing the rest of his career’s success story. Born and raised in Hot Springs, Arkansas, Tim lives in his hometown with his wife, Marty, and their daughters Lydia and Abby. Away from work, he enjoys running, cycling, competing in triathlons, traveling and hiking with dogs and humans.
APEX Asset Advisors works with clients to develop custom strategies that focus on retirement, business succession, education planning and other life goals.
Based on individual client goals, risk tolerance, time frames, etc, we manage clients’ investments and communicate regularly on progress toward those goals .
We work directly with clients’ CPAs and other professionals to ensure we are meeting their tax planning goals.
APEX Asset Advisors works with clients’ Estate Planning Attorneys and other professionals to implement their estate plans and fund them accordingly.
“The most important quality a [long distance] thru-hiker possesses is the determination to succeed. Resolve and even courage are needed to get through the tough times: rain, snow, scorching sun, insects, unfavorable terrain. The rewards are the good times: beautiful scenery, outdoor life, increased feeling of self-worth, new friends.”
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APEX Asset Advisors
We guide our clients on their financial journeys by making well-researched, solid financial decisions that create financial freedom while allowing space for bringing dreams to life. APEX Asset Advisors provides investment management, financial planning, wealth management, tax planning and estate planning, and is located in Hot Springs, Arkansas.
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100 Vale St., Hot Springs, AR 71901
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