Fee Only Fiduciary Financial Advisor in Lafayette, LA

You've got dreams...
we can help you get there.

For most, financial success doesn't just happen; it requires hard work and careful planning.  A properly structured financial plan enables you to face financial challenges at any stage of your life.  Take steps now to protect your financial future and put your money to work.  Personal financial planning and investment advice from Apex Capital Management, L.L.C. (Apex) can put you on the road to achieving your dreams.  Apex is a comprehensive financial planning and investment advisory firm providing fee-only financial planning services.  We can help you:

• Review and evaluate your income, assets, liabilities, retirement planning, insurance coverage, investment portfolio, income, and estate tax exposure
• Establish and prioritize your financial goals and time frames for achieving them
• Develop strategies that address your financial weaknesses and build on your financial strengths
• Monitor and adjust your plan to reflect changing goals, time frames, and circumstances

Our affiliated company Morella & Morella, LLC provides accounting and tax services.  Together we offer a holistic approach to achieving your financial success.