About Us

Aptus provides flat-fee financial services focused solely on what is best for you. We don't sell anything and we don't manage your investments. We’ve designed our financial planning business to remove all significant conflicts of interest so we can give unbiased advice and empower you to take control of your financial life. The relationship is driven by you, not us. You ultimately know more about your money than we do. Our job is to ask questions, listen, and collaborate with you to develop your unique financial plan. 

We have a great team of highly-qualified financial planners who all follow the same processes and philosophies. Our planners collaborate closely outside of meetings, so you benefit from the team's collective expertise and wisdom. Our goal is to educate you and demystify financial planning and investing. We ask you to commit to at least one year of ongoing support, which we believe is critical to achieving your financial goals, and most of our clients remain with us longer term. It never hurts our feelings, though, if you eventually become comfortable managing your finances without our help. Your money, your path.