Our Services

Investment Management and Planning For Individuals

1. Investment Management
2. Retirement Analysis and Projections
3. Education Funding
4. Estate Planning and Beneficiary Designations
5. Insurance Reviews – Life, Disability and Long Term Care

401k and Profit Sharing Plans For Business Owners

1. Solo 401k Plans
2. Small Business 401k Plans
3. Fiduciary Review Services

Non Profits and Charitable Organizations

1. Investment Management of Endowment Funds
2. Investment Policy Statement Creation and Consulting
3. Fiduciary Education for Board and/or Investment Committee Members

^{Apex Advisers LLC is an independent fee-only Registered Investment Adviser. We work closely with our client’s other professionals including but not limited to CPA’s and Attorneys,, we do not prepare tax returns, sell insurance or draft legal documents.}