About

Apex Capital Management, LLC is a fee-only fiduciary financial planning and investment management firm. At Apex Capital Management, LLC, we integrate the services of our CPAs and fiduciary financial advisers to holistically address your financial needs. We provide: • Comprehensive Financial Planning • Portfolio Construction and Management • Retirement Planning and Modeling • Estate Planning • Risk Management and Asset Protection • Cash Flow Planning and Budgeting Our affiliated company Morella & Morella, LLC provides accounting and tax services. Together we offer a holistic approach to achieving your financial success.