Nadia Loverde CPA
“We trust her and her expertise, and we are no stranger to the challenges of finding a good fit.”
Best Financial Advisors in Apex, NC
15 firms listed · 6 in Apex · 12 rated 4.5+
Data verified October 18, 2026
Capital Financial Advisory Group
“We left feeling comfortable that Parker and his team have removed the financial insecurity that can be associated with retirement.”
A. A .B. S
“She's organized, very smart, very experienced and the next thing you know, you've got your refund!”
Blue Water Capital Management
“My wife and I will recommend her to our family and friends who need someone to provide them with the insight and support to successfully execute their retirement plans.”
Hunter Street Investment Advisors
“We also asked that he explain certain concepts and sort of teach us as we go so that we can have a full understanding, and Kevin has very patiently and thoroughly done that.”
Summit Retirement Partners
The 15 firms listed for Apex, NC provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Apex, NC
Of the 15 firms we list here, 6 are in Apex itself and 9 come from Cary (4, 5 mi), Durham (3, 18 mi) and Raleigh (2, 15 mi). 13 of the firms on this page have a rating, from 4.1 to 5.0 across 204 reviews; 12 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (96%) and quality (93%). 7 have a BBB rating of A or A+. Domain records put 10 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for 14 of the firms on this page; 12 publish a contact page; 12 list a public email and 7 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Apex listed here?
6 of the 15 firms are located in Apex. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Cardinal Hill Wealth Management
“In every interaction, whether in the office or out in the community, Jessie and his team exemplify what it means to be exceptional human beings”
Aradhana Aggarwal CPA
“They were very responsive to all my questions and their online portal made the entire tax process simpler than I would have expected.”
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Lifetime Asset and Tax Management
“Our tax team (Mark, Josie, Rebecca, and Heather) have done a great job with both our personal and business tax filings - everything has been submitted on-time, error-free, and they are quick to respond to any questions.”
Willowtrust Wealth Management
Retirement Solutions
“Hicks is a very professional man and he's very understanding and very nice.”
Triangle Advisors Group
“Highly recommend Paul and his financial guidance.”
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Gordon Asset Management
Fulbright & Fulbright, Cpa, PA
Fred Barone, Barone Financial Group
Why these companies made our list
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