At Apex you're not just another number, you are something bigger.

At Apex Advisors we utilize a team approach to financial planning rather than filling your head with complex jargon. We have straightforward conversations providing a clear response to your questions.

Our goal is to take the guesswork out of planning for the future.

How We Help

We invest time in our clients to get to know them and their individual financial needs.

Our collaboration provides financial security to live your best life.

Trust - Honesty - Integrity - Transparency

We believe values matter.

We are a family-oriented firm that considers every client we serve as a part of our Apex Family.

Our team has been in operation and licensed with Mutual of Omaha since 1992 and Mutual of Omaha Investor Services since 2004. We rebranded as "Apex Advisors" in 2024, and we continue our relationship with Mutual of Omaha as they remain an important partner for us and our clients.