Meet the Firm

To APEX Asset Advisors, there are many similarities between achieving financial success and climbing a mountain. There are times when you ascend quickly, periods when the terrain is rough and you traverse it more slowly and even plateaus, where you stop to rest, admire the view or take a photo.

In our decades of successfully guiding clients to the top of the financial mountain, we have learned a thing or two, and that’s what we’re here to share. We know when things can get rocky and the quickest way to the top. The challenge isn’t new to us, and it’s one we enjoy. It’s always best to climb with a partner, and to us, that’s the best part. Along the journey we enjoy the relationships we build. From the mountain’s base, it’s sometimes tough to view the summit. But as you get closer, you gain clarity.

As we move from planning to implementation to the management of your individualized financial map, your experience with a financial planner who has already been up the mountain is advantageous. You learn that spending time on a plateau isn’t necessarily negative. On the mountain it may be time to rest, and in financial terms you may be using funds to enjoy one of life’s pleasures – a special trip or much longed-for purchase. Of course, you wouldn’t make a treacherous climb without someone you trust. You want a guide who is loyal, prepared, honest, supportive and has the drive and dedication to make it to the peak. Someone who enjoys the challenge of the journey and wants to be alongside you. Someone who, at the end of the day, you enjoy – a friend.

That’s APEX Asset Advisors. Always ascending.