Welcome! We’re Glad You’re Here.

Apexium Financial LP offers comprehensive financial planning, investment advisory, insurance and risk management services to high net worth individuals, their families and corporate clients. Our team of highly trained professionals have advanced certifications and degrees, including the CFP®, CFA, CIMA®, CPWA®, CPA, PFS and J.D., representing an extensive level of education and experience. 

Apexium Financial LP was created in 2016 from the combination of two independent and nationally recognized firms:  Citrin Cooperman Wealth Management LP, ranked 72nd in December 2015, in Financial Planning Magazine’s list of the nation’s Top 150 Registered Investment Advisor firms out of 59,422 firms and Capstone Wealth Management LLC, recognized in January 2016 as one of the Top 10 Advisors in New York City by AdvisoryHQ. Apexium Financial LP is affiliated with Citrin Cooperman & Company, a Top 25 national accounting firm founded in 1979. Citrin Cooperman has over 170 partners and approximately $200 million in annual revenue. 

Apexium Financial LP’s clients are located throughout the United States and Internationally.  The firm is headquartered in New York City, with additional offices in Philadelphia, PA; Livingston, NJ; White Plains, NY; Plainview, NY; Norwalk, CT and Bethesda, MD. 

OUR PARTNERS  

Apexium Financial LP has strategic relationships with several leading financial organizations.
They provide uncompromising asset safety, trust administration and tax advice.

Personal Financial
Planning

Investment Management
& Advisory

Wealth
Preservation

401(k) Plans
& Retirement Benefits