Apex Financial Partners is an independent financial services firm based in Westlake, Ohio. The company provides a comprehensive suite of wealth management services, including personalized financial planning, investment management, retirement planning, estate planning, and insurance services. Their stated mission is to help clients build, manage, and preserve their wealth through a client-centric approach. As an independent firm, they are affiliated with LPL Financial, which serves as their broker-dealer, providing technology, research, and compliance support while allowing Apex advisors to offer non-proprietary financial products.

Founded in

United States