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Apexium

Private Wealth Management

Private Wealth Management

Investment Management

Corporate Benefits

Financial

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You are in charge of your financial future. You cannot escape the responsibility of tomorrow by evading it today. The most important decision you can make is the selection of a wealth advisor to guide you on this journey.

Apexium Financial LP was originally formed as the wealth management affiliate of a top 25 national accounting and consulting firm, as a result of the merger of two predecessor wealth management firms.

Apexium provides independent, objective, and comprehensive wealth management and investment advisory services to a select group of private clients and institutions.

“THINK DIFFERENTLY”, Steve Jobs

Apexium distinguishes itself from the crowd because we are not beholden to any corporate interests or outside investors. We are a fiduciary so you can expect higher transparency and objectivity in our recommendations. You will receive a more personalized approach to your financial strategy as our partners are personally vested in your success. Our focus is not just financial; we also consider the entirety of a client’s circumstance, specifically his or her family, values, goals, and concerns.

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Apexium is a national Registered Investment Adviser with offices strategically located in the Northeast, Mid-Atlantic and the Southwest.

We manage approximately

$2.5

Billion of Assets

Qualified Professionals

Many of our team members hold advanced designations.

*Please see our Disclosures for additional information concerning the professional designations referenced on this page.

OUR PARTNERS ARE YOUR PARTNERS

Robert Brown, CFP®, CPWA®

Managing Partner

Cory Chmelka, CFP®

Managing Partner

Matthew Marcello, CFP®, CFS®, CIMA®

Managing Partner & Chief Investment Officer

Sean Fellin, MBA

Partner

David Pilaitis, CFP®, AIF®

Partner

Nick Pittelkau, CFP®, MBA

Partner

TALK TO A
WEALTH MANAGER

Contact us
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