About You

Aptus thinks of you as a partner. We listen to you, collaborate with you, and respect you. We believe it's important that you understand and share our core philosophies. Our ideal clients are eager DIYers who embrace our philosophy of simplicity, are willing to implement their financial plan with our help and are interested in a long-term relationship built on trust.

• early-career professionals (physicians, dentists, other healthcare professionals, attorneys, engineers, business executives, etc.);
  aligned with our philosophy of simplicity;
• willing to implement their financial plan with our help;
• humble and intellectually curious;
• reasonably computer confident (able to follow links, navigate webpages, enter data into online forms, upload documents via a secure portal, use Zoom, etc.);
• interested in a long-term relationship built on trust;
• task oriented and eager to check items off their to-do list;
• punctual, reliable, and responsive to emails;
• not seeking to "beat" the market and understand the relationship between investment risks and returns;
• friendly, fun, and generally positive;
• aware of and comfortable with Aptus's limitations, as we do not implement your plan for you, control your investments, provide point-in-time plans without ongoing support, specialize in new plans for retirees or near-retirees, provide detailed tax or legal advice, recommend complex investments, nor consult on your practice, business or real estate holdings.