Independent, SEC-registered fiduciary · Serving clients nationwide

Your wealth, taxes, and estate. One team, one plan.

Apex Wealth Advisors is an independent, SEC-registered fiduciary serving clients in more than 10 states. We bring your investments, tax strategy, alternatives, and estate coordination under a single relationship, so the whole plan actually connects. When you call, a partner answers, not a call center.

Start the conversation Verify our registration (SEC IAPD)

Angular modern building against a clear sky

Serving clients nationwide

The real problem

Most people do not have a money problem. They have a coordination problem.

Your advisor talks to one thing, your CPA to another, your attorney to a third, and you are the one holding it all together. Apex was built to end that. We handle the investing, the tax work, and the estate coordination in one place, and we talk to each other so you do not have to.

Why clients choose Apex

Three reasons clients choose Apex

One integrated relationship

Wealth management, tax preparation, alternative investments, and estate coordination under one roof. Fewer handoffs, fewer logins, one advisor who sees everything.

Independent, SEC-registered fiduciary

We are not a wirehouse. We are an SEC-registered RIA and we act as a fiduciary in our advisory relationships, so advice can come from the full universe of funds and equities, chosen for how they fit you. Verify our registration (SEC IAPD).

1031 exchanges and DSTs

Deep expertise in 1031 exchanges and Delaware Statutory Trusts, led by Leonard Williamson, for clients selling appreciated real estate who want to defer capital gains and move into passive, institutional-grade property. Available to eligible investors, and eligibility does not imply suitability.

What we do

Six services, one plan

Six services, coordinated as one plan rather than six separate relationships.

Integrated wealth management

One coordinated plan across your accounts, not a pile of statements you reconcile yourself.

Tax consulting and return preparation

We prepare the return and plan the year, so the investment side and the tax side stop working against each other. Most RIAs do not do this. We do.

1031 exchanges, DSTs, and alternatives

Our specialty. 1031 exchanges and Delaware Statutory Trusts for real estate sellers, plus private and alternative strategies most advisors cannot offer, led by Leonard. See how it works.

Retirement income planning

A paycheck strategy for the decades after work, designed so income may last as long as you do.

Estate and legacy coordination

We work alongside your estate attorney so the plan on paper matches the accounts in real life.

Commercial real estate assessment

A clear read on whether a property fits the rest of your plan before you commit to it.

A considered planning desk with notes and documents

Advice over products

Independence, as a client benefit

Independent, so the advice is about you

Apex is an independent RIA. We are not owned by a fund company or a bank, and no product desk sets our recommendations. We act as a fiduciary in our advisory relationships, which means we are obligated to put your interest first. In practice that looks simple: we recommend from a broad universe of investments, we explain how we are paid, and the plan is built around your life rather than a sales target.

Not owned by a fund company or a bank
Fiduciary in our advisory relationships
Recommendations from a broad investment universe

Three partners, one standard

Apex is owned equally by three partners and registered with the SEC. We serve clients in more than a dozen states across the country. Each partner brings a distinct depth: Leonard Williamson in alternatives and retirement planning, Jake Schisler in retirement income and Social Security planning, and Joel Barlow, a CPA, CFP, and CPWA with more than thirty years in financial services. When you call, a partner answers, not a call center.