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Aptus provides flat-fee financial services focused solely on what is best for you. We don't sell anything and we don't manage your investments. We’ve designed our financial planning business to remove all significant conflicts of interest so we can give unbiased advice and empower you to take control of your financial life. The relationship is driven by you, not us. You ultimately know more about your money than we do. Our job is to ask questions, listen, and collaborate with you to develop your unique financial plan.
My wife and I recently completed our financial planning consultation with Denise at Aptus. I am a physician and learned of their services through the White Coat Investor network and I could not be happier with our experience. The pricing was transparent and services provided were as advertised. Though we already had decent financial literacy, we chose to do a complete financial planning session with Aptus (as opposed to their hourly rates). One of my reasons for choosing Aptus was their focus on helping investors become... read more
I began working with Aptus Financial a year ago and their customer service and attention to detail is beyond Industry standard. What I have enjoyed the most while working with Aptus Financial is the education regarding ATM's that they provide. While I searched for a provider and spoke to many ATM companies I always felt as if they were selling me and like I said with Aptus I feel like they are only educating me so I can choose the best provider and fort his I thank you Aptus. I would recommend Aptus to any business lookin... read more
Aptus Financial has a 5 star rating with 2 reviews.
Aptus Financial might be open. It requires an appointment.