Top Financial Advisors In Lewis Center, OH

APTUS WEALTH MANAGEMENT, LLC is a highly reputable financial advisory firm with a team of experienced professionals who provide personalized financial planning and investment strategies to help clients achieve their financial goals and objectives. They utilize cutting-edge technology and foster long-term client relationships based on trust and transparency. With ongoing support and guidance, they help clients navigate changing market conditions. Despite their relatively recent establishment in 2008, APTUS WEALTH MANAGEMENT, LLC has quickly gained a strong foothold in the industry with $800 million in assets under management and 15 advisors on board. They offer a range of financial services, including financial planning, investment management, tax and estate planning, and retirement and insurance planning. Their clients include high-net-worth individuals, families, and businesses. Their fee structure is transparent and aligned with their clients' best interests, with fees based on a percentage of assets under management. As a Registered Investment Advisor, APTUS WEALTH MANAGEMENT, LLC is held to the fiduciary standard, always putting their clients' interests first. They have a clean record with no disciplinary actions, prioritize transparency, and prioritize open communication with their clients.