Founded in 1997, Apogee Financial Partners is a client-centric financial services firm based in Atlanta, Georgia. The company operates on a model of collaboration, providing holistic financial planning, wealth management, risk management (insurance), and business services. Their mission is to provide personalized, high-touch service and tailored strategies to help clients achieve their financial goals. Apogee is one of the largest firms within the network of Cadaret Grant, a subsidiary of Atria Wealth Solutions.

Founded in

United States