AP Wealth Management is a U.S.-based financial advisory firm that operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. The firm specializes in providing comprehensive financial planning, investment management, and retirement plan services to individuals, families, and businesses. Founded on principles of trust and transparency, they utilize a fee-only compensation model to avoid conflicts of interest associated with commission-based products. Their stated mission is to help clients navigate life's financial complexities and achieve their long-term goals.

Founded in

United States