Aptus Financial

Hannah Fassel 

on Google

a month ago

We work with CJ at Aptus Financial and could not be happier with our experience so far. We are two physicians who follow the White Coat Investor and were initially drawn to Aptus because of that recommendation, and it has absolutely lived up to expectations. Aptus uses a flat-fee, transparent, and unbiased model, which immediately gave us confidence that the advice we’re receiving is truly in our best interest. That reassurance has been incredibly valuable as we navigate big financial decisions. Although we are still early... read more

John Scribner 

on Google

a week ago

My wife and I had always used actively managed funds and 401k management. We were beginning to see the costs of that and wondered what other options were out there. That's when I learned about the Aptus team from a national podcast. I was excited to learn that they were in Little Rock, AR. Easily the best decision we made was to sign up with their services and change our way of investing to plan for retirement. It has made our investments grow much faster and set in a lot safer position in terms of taxes and growth for the f... read more

Susan Lowe 

on Google

2 months 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

dmun05 

on Google

4 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

Jessica Son 

on Google

2 months 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.