Our Firm
 
Apex Capital Wealth Management & Apex Tax Advisors is dedicated to keeping up with any changes in the law that will affect our client’s taxes and investments. Our firm attends numerous continuing education seminars throughout the year. Both Bill and John are active members in the National Association of Tax Professionals (NATP) as well as the Financial Planning Association (FPA). Both Bill and John are CERTIFIED FINANCIAL PLANNER™ practitioners and have attained the ENROLLED AGENT designation issued by the Internal Revenue Service.​
William D. Madara & John A. Miller, Jr. ​

​​

Bill & John began their financial services careers in 1993 where they worked for an investment and insurance company affiliated with one of the worlds largest financial institutions at the time. They realized that most investment professionals were not allowed to offer their clients tax advice and felt that this was detrimental to the clients and their families. In 2001, they began working for a new firm which allowed them to provide tax services along with investment advice. In 2004, they decided to start their own firm, Apex Tax Advisors, LLC. In 2016, they established Apex Capital Wealth Management, a Member of Advisory Services Network, LLC.  By separating their tax and advisory businesses, Bill and John were able to further integrate tax planning with investment advice that is tailored to fit each individual client's needs for now and the future.

​Mission Statement

 

To provide our clients with sound tax preparation, advice and planning along with quality financial products that will help them to reach their goals and dreams.

William D. Madara CFP®, ChFC® EA

​Founding Partner of Apex Tax Advisors, LLC

 

CERTIFIED FINANCIAL PLANNER™
CHARTERED FINANCIAL CONSULTANT™
ENROLLED AGENT

Bill@apexcwm.com

Professional Licenses​

CERTIFIED FINANCIAL PLANNER™, CHARTERED FINANCIAL CONSULTANT™, ENROLLED AGENT
FINRA Series 63, 65 NJ and TX 
Insurance Producer: Life, Health & Variable Products NJ, PA

Notary Public

Bill has lived his entire life in South Jersey outside of college. He attended Cherry Hill High School West and the University of Maryland at College Park. Bill currently resides in Moorestown with his wife Susan and son Matthew. In his spare time he enjoys cycling and golf.

John A. Miller, Jr. CFP®, EA

​Founding Partner of Apex Tax Advisors, LLC

 

CERTIFIED FINANCIAL PLANNER™
ENROLLED AGENT

John@apexcwm.com

 

Professional Licenses​

CERTIFIED FINANCIAL PLANNER™, ENROLLED AGENT
FINRA Series 63, 65 NJ and TX 
Insurance Producer: Life, Health & Variable Products NJ

Notary Public

John has lived his entire life in South Jersey. He attended Cherry Hill High School West and Drexel University. John currently resides in Cherry Hill with his wife Joanne, son John, and daughter Josephine.  In his spare time, he enjoys spending time with his family and trying to golf.

Sherril Diamond, EA

​TAX ADVISOR

sherry@apexcwm.com

Sherry has been in the tax practice for over 40 years starting with H & R Block.  In 1986, she opened The Tax Stop, Inc., in Cherry Hill, NJ and served as the company President. In 2020, The Tax Stop, Inc. merged with Apex Tax Advisors, where Sherry will continue to provide her tax professional services. She became an enrolled agent in 1990 and later a Fellow of the National Tax Practice Institute.  She frequently contributes tax articles to the Pipeline, a national newsletter for insurance agents. Sherry enjoys public speaking and is a repeat presenter for NJNATP (New Jersey Chapter of the National Association of Tax Professionals), LAEDA (Latin American Economic Development Association) and IRS Working Together. She is a past President of NJNATP and continues to serve on committee positions. Sherry is also the CFO for Agency Consulting Group, Inc.  Sherry is married and has three adult sons and five grandchildren. 

Yolanda (Lani) Wing

​TAX ADVISOR

LWing@apexcwm.com

 

Professional Licenses​​

Insurance Producer: Life & Variable Products NJ

Notary Public

 

Lani grew up in Philadelphia and attended from Howard University in Washington, D.C. She has lived in the D.C. area, in New Jersey working as a HR manager for various retail companies. Lani started working in the financial business in 1993 and is currently working towards her next investment license.

Kerri Radimer

​TAX & FINANCIAL CONSULTANT

Kerri@apexcwm.com

 

Professional Licenses​​
FINRA Series 63, 65
Insurance Producer: Life & Health NJ

Notary Public

 

Kerri grew up in Lumberton, New Jersey. She attended John Brown University in Siloam Springs, Arkansas. Kerri has a Series 63 & 65 license and is also working towards her next insurance and investment license. She enjoys spending time with her friends and family.

Lana DiJosie

​OFFICE COORDINATOR

Lana@apexcwm.com

 

Professional Licenses​

Notary Public

 

Lana has lived in South Jersey most of her life. Lana married John, November 2013 in Mexico.  Lana and John have 2 daughters collectively. Jenna and her husband Bob have one daughter, Giavanna and are expecting another girl in June 2021. Kristin and Evan are expecting their first child, a son in May 2021.

Stephen Tatz

​TAX ADVISOR

SteveT@apexcwm.com

Steve started working with clients since 2002 before arriving at Apex. He enjoys the relationships that have been built and has a very unique personality that his clients enjoy. He currently serves as treasurer on the board of directors at the Broadcast Pioneers of Philadelphia. Steve hosts a weekly radio program on Cruisin' 92.1 WVLT in Vineland for the past 21 years and has been in broadcasting since 1981. Apex is a great opportunity to work with a superb staff, to continue old relationships and beginning new ones.

Do you know how the new tax laws impact you?

We do. Call 856-778-0980 today!

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Apex Tax Advisors LLC.
Apex Capital Wealth Management,

A Member of Advisory Services Network, LLC

 

505 South Lenola Rd. Suite 110
Moorestown, NJ 08057

M-F: 9-5 | Evenings & Sat Appt Only

Extended Hours 9AM - 8PM February, March & April

Members: 

Advisory services are offered through Apex Capital Wealth Management, A Member of Advisory Services Network LLC. Tax and accounting services are offered through Apex Tax Advisors, LLC. Advisory Services Network, LLC and Apex Tax Advisors, LLC are separate and unrelated entities.

© 2021 Apex Tax Advisors, LLC​.

William Madara CFP®, ChFC®, EA 

John Miller CFP®, EA