Simplicity beats complexity. Invest wisely. Live freely.
Our Mission
Aptus Financial empowers individuals with the knowledge and tools they need to achieve financial clarity, control, and security. We believe in providing accessible, unbiased financial guidance without the unnecessary jargon, conflict, and confusion often associated with traditional financial planning.
Who We Are
Founded in 2011, Aptus Financial has been guiding early-career professionals, physicians, and other young adults on their journeys to financial independence. Our team comprises experienced financial planners with diverse backgrounds in medicine, finance, and economics, united by a passion for helping people achieve financial clarity and peace of mind.
Our Approach
We take a personalized approach to financial planning, focusing on:
- Transparency: We provide clear and concise explanations of your financial situation, goals, and options.
- Simplicity: We break down complex financial concepts into easily understandable terms.
- Empowerment: We guide you through the process, empowering you to make informed decisions.
- Collaboration: We work alongside you to create a customized plan that aligns with your unique needs and aspirations.
Our Services
Aptus Financial offers a comprehensive suite of services designed to address your financial needs at every stage of your life:
- Financial Planning: Develop a personalized roadmap to achieve your financial goals, including retirement planning, investment strategies, and budgeting guidance.
- Workplace Wellness: Promote financial wellbeing in your organization by reducing financial stress and empowering employees to reach their retirement goals.
- Physician Financial Education: Speak at conferences, events, and podcasts to help physicians manage their student debt, create a financial plan, and invest efficiently.
Our Commitment
At Aptus Financial, we are committed to:
- Providing unbiased advice, free from financial conflicts of interest.
- Offering transparent and affordable services based on flat fees, not hidden commissions.
- Empowering clients with knowledge and tools to manage their finances with confidence.
Overall Experience
The reviewers, Eric Johnson and Tyler Young, had an exceptional experience with Aptus Financial, with both giving a 5-star rating.
Financial Planning and Education
Aptus Financial provided comprehensive financial planning and education to the reviewers. They were impressed with the transparency of pricing and services provided, which matched their advertised offerings. The financial planning session covered cash flow, budgeting, investment philosophy, and tax efficiency, giving them confidence in their ability to manage their finances independently.
DIY Focus
Aptus Financial's focus on helping investors become DIY (do-it-yourself) was a key factor in their positive experience. The reviewers appreciated the education and guidance provided, which empowered them to take control of their financial decisions.
Customer Service
Tyler Young praised Aptus Financial's customer service, stating that it was beyond industry standards. He appreciated the attention to detail and the educational approach, which made him feel informed and enabled to make the best decisions for his business.
Recommendation
Both reviewers would highly recommend Aptus Financial to others, including physicians and business owners, who are looking for comprehensive financial planning and education.
