Aptus Financial

Susan Lowe 

on Google

3 weeks ago

We have had the pleasure of being Aptus clients for several years, and our experience with Xu Xu has been nothing short of exceptional. As a newly retired couple, we were initially apprehensive about managing our investment portfolio, but Xu's unbiased financial guidance and recommendations have given us confidence and a better understanding of how to manage our finances as we embrace these "golden years." We genuinely feel fortunate to have such a caring and knowledgeable professional by our side. I will add that communica... read more

Jared Klein 

on Google

a week ago

Have been working with Aptus since 2020 and have recommended them to numerous family members and friends. We work with Matt Duncan - he helped us set up a financial plan to keep us on track and we have been very happy with the service. Would highly recommend! 

dmun05 

on Google

3 months ago

We’ve had a wonderful experience working with Aptus (specifically our advisor Matt). We have tried other financial advisors and finally feel like we are where we need to be. We feel the advice they give us is unbiased and truly in our best interest due to the fact they charge a fixed fee and do not work on commissions or charge based on percentages. Unlike other firms, Aptus teaches you how to understand and handle your own finances. Matt took the time to understand our goals, explain complex topics in a way that was easy t... read more

Martin Tom 

on Google

a month ago

I’ve been with Aptus (Matt Duncan) since completing residency, and his guidance has been exceptional. Their thorough approach to financial planning has been tremendously valuable. The flat-fee model is transparent and fair, and throughout the "DIY with help" process I’ve gained a much deeper understanding of my finances and long-term planning. I couldn’t be more appreciative of the support they provide. I highly recommend them for anyone interested in managing their own finances with expert guidance. 

Jessica Son 

on Google

a month ago

We’ve had an excellent experience working with Xu at Aptus. Xu has a wonderful personality and is always a pleasure to talk to. She is clear, thoughtful, and incredibly helpful during our calls, making even complex financial topics easy to understand. We trust her guidance and feel much more confident about our financial planning because of her support. Aptus is also very upfront and transparent, which we truly appreciate. We highly recommend Xu and the Aptus team.