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.
Aptus provides guidance through an initial planning process, then ongoing support to help you implement the plan over time. 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.
Aptus Financial is based in Little Rock, AR and serves clients nationwide.
Founder, Partner and CEO
Partner, CFO and Chief Compliance Officer
Senior Vice President, Financial Planner and Retirement Plan Advisor
Compliance and Administrative Assistant
Director of Financial Wellness and Financial Planner
Financial Wellness Coordinator
Special Advisor for Physician Education