Aptus Is Your Home for Guided DIY Financial Independence

You can Do It Yourself, But You Don't Have To Do It Alone

Aptus Financial is a principled financial services company, focused solely on what is best for our clients and free of any conflicts of interest. We provide transparent, objective, and non-conflicted advice. Period. We don’t sell stocks or insurance. We don’t have a vested interest in managing your assets. We offer comprehensive financial advice, covering a broad spectrum of the Hierarchy of Financial Needs, for a flat fee or an hourly rate and set our clients up for a lifetime of guided DIY financial budgeting, planning and investing. You can do it yourself, but you don't have to do it alone.

Aptus also helps employers design and implement unique 401(k) plans that reduce opaque fees and focus more attention on education and individual counseling. We believe that every person deserves ethical, high-quality, personalized financial guidance as part of their 401(k) plan. Our goal is to increase retirement incomes and to help 401(k) plans be viewed as differentiated employee benefits, not just check-the-box company offerings.



Aptus Financial supports numerous educational events in the community and provides expert opinions in the media and for the legal community.


Aptus Financial works with clients across the United States. If you are curious to learn more, contact us and let us show you how to build wealth, eliminate debt and live better.