Apex Advisory Group, INC.

Apex Advisory Group, Inc. provides personalized investment advisory and financial consultation services to individuals, businesses, trusts, and estates. Led by Certified Public Accountant Rebecca Jensen, Apex Advisory Group helps clients build and execute investment strategies by partnering with third-party money managers, such as Morningstar Investment Management, to handle portfolio construction and discretionary trading. In addition to investment management, Apex Advisory Group offers financial consultation on an hourly or project basis, covering areas such as retirement planning, college funding, charitable giving, insurance reviews, and estate planning strategies. The firm emphasizes a valuation-driven, long-term approach to investing while working to minimize costs and align portfolios with each client's specific risk tolerance and goals. Apex Advisory Group also maintains affiliations with related entities that provide insurance, tax preparation, and business consulting services.