Connect with a financial advisor you can trust
At Apex Financial Group, you’ll have access to a financial advisor who will support you through each phase of life by developing a plan tailored to your unique needs and goals. Begin your journey by downloading a complimentary guide to help safeguard and expand your wealth.
Get your free guide
Complete this form for your instant download. Then we’ll connect to answer all your questions.
Secure and Grow Your Wealth
Our Mission:
At Apex Financial Group, our mission is to empower individuals and families to achieve financial well-being through personalized, objective advice and trusted guidance.
We are committed to acting as a fiduciary, placing our clients' best interests at the forefront of every decision. By providing tailored financial planning, investment management, and ongoing support, we aim to simplify the complexities of finance, allowing you to focus on what matters most in life.
Our dedication to transparency, integrity, and excellence has earned the trust of over a million clients, and we look forward to being your partner on the journey to financial success.
Discover a new approach to financial planning
As a fiduciary, our financial planners are committed to acting solely in your best interest when providing investment advice. With no commissions involved, our guidance remains entirely objective. Discover why 1.3 million families and individuals trust us to help reach their financial goals.
OUR SERVICES
Estate Planning
Thoughtful asset management and transfer planning to preserve your legacy and ensure your wishes are honored for your loved ones.
Retirement Planning
Personalized retirement plans focused on building savings and investments, helping you enjoy a secure and fulfilling financial retirement.
Here’s our Awesome Team
Our experienced professionals are dedicated to providing you with expert guidance, personalized strategies, and unwavering support at every step of your financial journey.
Michael Harris
Senior Financial Advisor
Stella Jones
Client Relations Director
David Carter
Chief Investment Strategist
Johanna Staub
Wealth Management Specialist
Here are some questions we can help you answer
At Apex Financial Group, our advice is tailored to you. We begin by evaluating your financial goals, then, through our proprietary analysis and advanced investment tools, your advisor will help build a personalized portfolio aligned with your objectives and risk tolerance. This is more than a one-time setup; it marks the start of a lasting relationship that evolves with you as you move through different life stages and your needs change.
A member of our team will reach out to schedule an appointment. During your meeting with your financial advisor, you'll discuss your goals, creating the foundation for a personalized financial plan. We recommend listing your needs and aspirations so your advisor can help map out a clear path forward. You deserve to advance your financial well-being, and working with a financial advisor – someone dedicated to acting in your best interests – is the first step.
Getting started is easy
Simply answer a few questions, and we’ll connect you with a financial planner. There’s no obligation — take the first step today toward creating a plan to help achieve your financial goals.
DOWNLOAD THE FREE GUIDE:
Secure and Grow Your Wealth
Building Your Financial Future: A Guide to Wealth Protection and Growth
Contact us
Open hours
Sunday - Friday : 9am - 5pm EST
Saturday - Sunday: 10am - 2pm EST
Location
1800 brickell drive Miami fl 33131
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