Fee-Only Financial Planning and Wealth Management
Empowering you to make sound financial decisions
We strive to be your trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased investment and planning strategies that are designed to efficiently achieve your long term goals. With preservation of assets at the forefront of our methodology, we not only look to grow your assets, but retain what you have worked so hard for.
Listen in
Josh Pick hosts Aptus Blueprint, an hour-long radio show that includes investment management and strategic wealth planning for those in or nearly retired.
What We Offer
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The "Aptus Blueprint"
Our self-minted planning process ensures that we understand your current situation and future goals to create a plan that is achievable. And as your life changes, we will continue to calibrate the plan so that it remains aligned with you.
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Wealth Management
We are a ‘Risk Management First’ asset manager. We incorporate 3rd party money manager’s that have a forward looking and historical, high upside capture and low downside capture. We want to create Alpha for every client we work with, whether that’s through traditional asset allocation or tax-managed strategies. Your goals can be achieved with our multi-strategy approach.
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Knowledge Center
We first want to educate you so that you are never in the dark. Listen to us on the radio, read our blog, or meet in person to learn more.
Our Trusted Partners
Are we a fit?