Apexium
Private Wealth Management
Private Wealth Management
Investment Management
Corporate Benefits
Financial
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You are in charge of your financial future. You cannot escape the responsibility of tomorrow by evading it today. The most important decision you can make is the selection of a wealth advisor to guide you on this journey.
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Apexium Financial LP was originally formed as the wealth management affiliate of a top 25 national accounting and consulting firm, as a result of the merger of two predecessor wealth management firms.
Apexium provides independent, objective, and comprehensive wealth management and investment advisory services to a select group of private clients and institutions.
“THINK DIFFERENTLY”, Steve Jobs
Apexium distinguishes itself from the crowd because we are not beholden to any corporate interests or outside investors. We are a fiduciary so you can expect higher transparency and objectivity in our recommendations. You will receive a more personalized approach to your financial strategy as our partners are personally vested in your success. Our focus is not just financial; we also consider the entirety of a client’s circumstance, specifically his or her family, values, goals, and concerns.
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Apexium is a national Registered Investment Adviser with offices strategically located in the Northeast, Mid-Atlantic and the Southwest.
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$3.5
Billion
approximately of Assets under Management
+20
Years of Experience
in wealth management for each of the founding partners
8
Advanced Distinct Certifications
held among our team members
Qualified Professionals
Many of our team members hold advanced designations.
*Please see our Disclosures for additional information concerning the professional designations referenced on this page.
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TALK TO A
WEALTH MANAGER
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Apexium is a national Registered Investment Adviser with offices strategically located in the Northeast, Mid-Atlantic and the Southwest.