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 retirement plans—401(k)s, 403(b)s and 457s—that reduce opaque fees and focus more attention on education and individual counseling. We believe that every person deserves unbiased, personalized financial guidance as part of their retirement plan. A high-quality retirement plan shows employees you care about their long-term future and often provides peace of mind that makes your workforce healthier and more productive. It matters. In a rapidly evolving market, your current retirement plan could be obsolete. We'll help you modernize.
Aptus Financial supports numerous educational events in the community and provides expert opinions in the media and for the legal community.
Aptus Financial has worked with hundreds of 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.