APEX TAX ADVISORS, LLC
APEX CAPITAL WEALTH MANAGEMENT
A Member of Advisory Services Network, LLC
Our Firm
William D. Madara & John A. Miller, Jr.
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.
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
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
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.
Kerri Radimer
TAX & FINANCIAL CONSULTANT
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.
Nick Daniels
TAX CONSULTANT
Professional Licenses
Notary Public
Nick has been living in South Jersey his whole life. He attended Rutgers, The State University of New Jersey - Camden. And has been working with taxes in Moorestown ever since. He has a knack for building relationships with people that they remember. Nick lives in Oaklyn with his wife Brittany. He enjoys quality time with his friends, his family’s great meals and gatherings, and walks with Brittany and their Rhodesian Ridgeback, Brooklyn.
Lana DiJosie
OFFICE COORDINATOR
Professional Licenses
Notary Public
Lana has lived in South Jersey most of her life. Lana and John were married in 2013 in Mexico and are looking forward to celebrating their 10 year anniversary in 2023 somewhere tropical. Between the two of them they have 2 daughters collectively. Jenna and Bob have two daughters, Giavanna & Francesca. Kristin and Evan have one son, Olivar.
Stephen Tatz
TAX ADVISOR
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.
Sherril Diamond, EA
TAX ADVISOR
Sherry has now retired from tax practice. Best wishes for a happy retirement. You earned it, Sherry!