Choose a financial advisor you can trust
Apex Financial Group provides personalized wealth management and retirement planning. You’ve worked hard to get where you are, and owner Ken Reeves is passionate about protecting and growing your financial assets. A personal experience with a bad financial advisor inspired him to dedicate his career to achieving the highest levels of financial education. His team is here to answer your questions, so you feel confident about your retirement planning journey
Retirement planning & wealth management designed just for you
We don’t offer cookie-cutter plans – that’s one of the worst things you can do. Many of the “big name” firms take your money and stick it into one of their prepackaged portfolios – the same generic plans they stick everyone else in. Cookie-cutter plans don’t perform as well.
At Apex, we actually design retirement plans based on your individual needs. That’s why we’re different.
Apex Summit Retirement Process
Plan for Your Future
Our three-step process is designed to help you reach new financial heights.
Personal Financial Review
Together, we'll discuss your retirement goals, and review your current plan.
Strategy Visit
We will introduce you to our proprietary planning process, the Apex Summit Retirement Process, and how it can be customized to help protect your lifelong savings. We’ll analyze your current financial strategy to uncover any risks, gaps, or inefficiencies that need to be corrected and identify opportunities for improvement.
Implementation Visit
We’ll review your customized retirement plan and its correlation to your driving force: your purpose. We will walk you through the strategies utilized and determine the next steps in implementing the plan.
Access a full range of financial planning services, right here in Birmingham and Anniston, Alabama
Like learning? Attend a free retirement planning workshop
Do you have questions about Medicare, Social Security, retirement planning, investing, or estate planning? Meet our experts, in person, right here in Birmingham or Anniston, Alabama. We’ll help you find clarity so you can make informed decisions that fillfil your unique needs. Register now to save your spot.
Financial advisor Ken Reeves shares his industry knowledge in articles related to retirement planning, Social Security and Medicare, annuities, investments, life insurance, tax planning, and many other important financial topics.
Latest Article:
Nearly every American understands that taxes are one of their most significant expenses. Wealth planners regard taxes and inflation as the two most erosive forces impacting savings. Tax planning strategies are critical components of sound retirement planning, even for those in mid-to-low income brackets.
Read MoreListen to “Retirement Max Radio”
Ken provides practical, actionable advice to help you navigate the complex world of retirement planning.
99.5 FMWZRR Saturday from Noon – 1pm
Plus many podcast apps
Visit one of our two retirement planning & financial advisor offices in central Alabama
We’d like to meet you in person. We have two convenient locations to choose from.
Apex Financial Group
4000 Eagle Point Corporate Drive
Birmingham, Alabama 35242
Phone: (205) 235-2030
Start Reaching New Heights in Your Financial Journey
It’s never too early — or too late — to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.