APEX TAX ADVISORS, LLC
APEX CAPITAL WEALTH MANAGEMENT
A Member of Advisory Services Network, LLC
At Apex Capital Wealth Management, clients come first!
Our approach to financial planning and delivering comprehensive financial services always starts and ends with you, our clients. As financial advisors, we begin this process by listening to you and discussing your lifestyles, goals, wishes, dreams and family situations. Through a consultative process we then learn the details of your financial picture so we can construct and deliver a customized financial plan along with your personal Financial Action Checklist. Our experienced team of CERTIFIED FINANCIAL PLANNERS™ ( CFP®) fully evaluates your situation to prepare personal solutions that integrate investment strategies, tax planning, retirement income, distribution planning, and family wealth planning.
A financial advisor will then schedule to meet with you on a regular basis to discuss and update your financial situation. We pride ourselves in our regular client communications to keep you informed of economic news, and appropriate tax law and estate planning rule updates. As we always say, clients come first!
8 Reasons to Budget and Not to Fudge it!
It is always a good time to create or review your budget. Budgeting and balancing your bank account is the best way of making sure what’s going out of your account each month isn’t exceeding what’s coming in.
Comprehensive Financial Planning
At Apex, our financial planning begins with a CERTIFIED FINANCIAL PLANNER™ ( CFP®) taking a comprehensive look at a client's full financial picture and advising them on how to achieve their short and long term financial goals. An advisor will look at your plans for education savings, retirement planning, taxes, insurance and investments to make sure they are properly managed and optimized to help you meet your financial needs. Apex CWM develops great relationships with their clients and strives to provide them with confidence today and a more secure tomorrow. Learn more about our financial planning services HERE.
Ways Apex CWM differs from other Financial Advisors:
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Our strong menu of Gold Medal Services, offered by our financial advisors, which includes a comprehensive review of: your tax reduction strategies, estate plans, investment plans, retirement plans, protection plans, insurance coverage and retirement planning.
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Frequent and regularly scheduled meetings with your financial advisor to update your specific plans and discuss your personal situations.
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Our strong and consistent calendar of high quality newsletters, tax reports, and other reports and articles.
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Our frequent schedule of client educational and appreciation events hosted by our financial advisors.
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The personal service provided by our financial advisors that features our best and most current ideas, suggestions and solutions.
How to Find a Financial Advisor
When looking for the best financial advisors to offer the services that only the top financial advisors can provide, you need to know what to compare. Many professionals today, young and old, don’t know how to find a financial advisor. This is not uncommon as one can be paralyzed by the thought of making the wrong decision about who to trust with their financial future. It can be even harder to find a financial advisor AND tax advisor who operates out of the same office and has expertise in both areas of financial advice. The best advisor is the one who keeps your best interests and goals in mind at all times. Below is a robust comparison list to help you find a personal financial advisor who will be the best fit for you and your financial situation. The good news is that when you find a financial advisor who meets all these items on this checklist, you can be assured that you are truly receiving comprehensive financial services and a customized financial plan built just for you and your financial success! Meet with an advisor this week!
How to reach your Financial Goals with the Best Financial Advisors
What are you doing to protect yourself, your family, your wealth, and your legacy?
Use this ebook to get started on the path to Fortified Finances.
This short ebook was designed by our financial advisors to be used as a guide to vetting a financial advisor objectively to ensure they are worthy of the trust you will place in them for your financial planning needs.
Investment "Watch Dog" Service
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Reviewing your investments and designing a personalized portfolio appropriate to your needs
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Continual monitoring of your investments by a trusted advisor
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Frequent meetings to: review, evaluate your investment performance, update your financial objectives and if necessary, reallocate your portfolio
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Independent Advice from and investment advisor
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Recommendations regarding allocations within your employer provided retirement plans such as 401(k)s
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Aggregation of all your accounts to simplify and reduce paperwork
Tax Reduction Planning
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Comprehensive review of your tax return to highlight opportunities to help maximize tax reduction strategies
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Review of your tax situation and planning to incorporate any new tax law changes
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Recommendations of tax solutions including tax advantaged investments by an advisor
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Staying up-to-date on and presenting new tax laws that can affect your situation
Retirement Income & Distribution Planning
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Analysis of your income needs now and, in the future
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Analysis of potential estate tax liabilities
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Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living
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Recommendations regarding the most appropriate distribution strategy for your employer retirement plans & IRAs
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Analysis of the beneficiaries of your IRAs by advisors
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Review the possibilities of converting to a Roth IRA
Family Wealth Planning
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Analysis of your current estate plan and concerns
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Complimentary consultation with your attorney
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Assistance in transferring assets to your Living Trust or other trusts
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Providing guidance with the appropriate and necessary steps in the event of the death of a loved one
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Review of beneficiary designations and asset titling
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Review of your long-term care needs by a trusted advisor
Client Services and Communications
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Quarterly Newsletter to keep you apprised of the most current planning options
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Quarterly, semi-annual, or annual reviews
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Special reports on how to help reduce your taxes and other important topics
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Special Gold Medal Service Events (including client education and appreciation events)
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Newsletters with important tax law changes
Securing Your Financial Future With Experienced Financial Advice
Beginning on the journey of making important financial decisions and reaching your financial goals can be daunting at first. Where do you start? How do you manage your money most effectively to best serve your future goals? Do you need an investment advisor?
At Apex CWM, our financial advisors start by learning as much as we can about your financial picture. This will include areas of your financial life such as debt, insurance, your investment portfolio, retirement products, and tax planning - just to name a few. Once we have a clear understanding of your current situation, a customized plan will be made specifically for you. Along with this plan, our financial advisors will supply a Financial Action Checklist to walk you through each of the next steps to help you reach your financial goals. This Financial Action Checklist takes the guesswork out of taking control of your financial future. For example, there may be specific financial products that would be in your best interest to consider or maybe even a whole new investment strategy that you may not have thought of. Our financial advisors will take all of your financial information, as well as your risk tolerance into account, to make your plan and supply you with your Financial Action Checklist. Whatever career path you have chosen and whatever goals you have in mind, Apex can deliver sound advice to start you down the path to meeting those goals.
In addition, the combined years of expertise and experience of your CERTIFIED FINANCIAL PLANNER™ ( CFP®) is available year-long for financial planning and tax check-up meetings. These regular check-ups enable our top financial advisors to identify any changes that need to be made in your best interest to help you meet your goals, so you can focus on the rest of your life.
William Madara CFP®, ChFC®, EA
John A. Miller Jr.
CFP®, EA
Learn More
More information about our financial planning and wealth management services offered by our financial advisors can be found HERE.
Please call our office anytime to make an appointment with one of our top financial advisors for more information. We would be honored to provide you with financial advice to help you meet your financial planning and investing needs. CALL NOW
Retirement Income & Distribution Planning
Whether you are nearing retirement or it is just a distant thought in the future, we can get you started on the right path with retirement planning. You may already have an idea of how you want to live your life during retirement or you may need help visualizing the different financial situations you need to plan for. Apex CWM assists with retirement planning by:
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The creation of an analysis of your income needs now and in the future by a trusted wealth manager.
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Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living
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Recommendations regarding the best distribution strategy for your employer retirement plans and IRAs
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Analysis of the beneficiaries of your IRAs and how to establish an Inherited IRA
Investment Monitoring Service
Receiving investment advice that truly meets your financial needs and goals is key to your personal finance success. An Financial Advisor will take the time to review your investments, your current finances, and listen to your goals. A personalized investment portfolio, appropriate to your needs, will then be designed by a CERTIFIED FINANCIAL PLANNER™ (CFP®) to help you meet those goals. What you can expect from our investment monitoring service:
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A financial advisor will review your investments and design a personalized portfolio appropriate to your needs
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Year-long, continual monitoring of your investments
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Multiple meetings to: review and evaluate your investment performance, update your overall financial objectives and if necessary, reallocate your portfolio as agreed upon by you
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Commission-free transactions on most trades in your account (certain transaction fees may apply)
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Recommendations regarding positioning of funds within your employer provided retirement plans such as 401(k)s
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Quarterly “market watch” letter detailing our firm's research, analysis and view of the current state of the investment markets
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Independent Investment Advice and Risk Management
TESTIMONIALS
We love when our capital wealth clients and tax preparation clients go the extra mile to leave us online reviews! Thank you for sharing how one of the best wealth management firms in South Jersey has helped you reach your goals!
Filed my first tax return with Apex and as someone who is new to this, they did a good job of guiding me through the process. They kept me fully up to date with everything and responded to all my messages and calls quickly. I had a great, stress-free experience, will be doing business with them again. 10/10 recommend
JOSHUA S. Google Review 3/2022
Bill, John and their entire staff are wonderful. They helped us not only with our personal taxes but our LLC as well. They are true pros who care about their clients. I have known them for years and trust them.
JEFFREY B. Google Review 3/2021
John Miller at Apex Taxes has been preparing my taxes for both my mother and I for over 15 years since my first job in high school! It is always a pleasure to see him every year and catch up. He is a true professional and sincerely one of the nicest people that I have ever met. I highly recommend having him prepare your taxes and/or any of the other financial services that Apex provides. He is a great source of knowledge on the process and as stated above is a real stand up guy!
JERRY D. Google Review 4/2021
Outstanding is every way. Professional, compassionate, kind, friendly and knowledgeable. We feel secure in knowing what they do for us is right in our best interest. You never feel rushed with everything carefully explained. John is always there for us year round by phone or email. Outstanding is every way.
RONALD M. Google Review 5/2021
We are new customers this past ~year. We had our taxes done initially and now are using Apex for some investments. So far, smooth sailing and friendly service. Would recommend Apex for both.
RICK T. Google Review 5/2021
My family and I have been going to John for probably close to 15 years now! There is no one I would trust more with my taxes and financial affairs. John is knowledgeable and extremely kind and has been so helpful to me through the years with any questions I have had. Highly recommend John Miller and the entire APEX team!
KIMBERLY K. Facebook Review 5/2020
I have been a client at Apex for over 15 years. Bill Madara is an extremely knowledgeable financial advisor. He has been there for me on many occasions. He responds quickly to my questions and concerns. All the Apex staff are pleasant and efficient.
JOE O. Facebook Review 5/2020
Financial Advisors Proudly Serving New Jersey for over 20 Years
Haddonfield 08033 Haddon Heights 08035 Cinnaminson 08077 Cherry Hill 08002 08003 08034 08358
Maple Shade 08052 Marlton 08053 Medford 08055 Medford Lakes 08055 Merchantville 08109
Moorestown 08057 Mount Holly 08060 Mount Laurel 08054 in New Jersey and Beyond!
William Madara CFP®, ChFC®, EA
John A. Miller Jr.
CFP®, EA
Bill & John and their team of professionals will help you get your financial "ducks in a row!"
Call 856-778-0980 today!
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
© 2023 Apex Tax Advisors, LLC.
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.