Comprehensive
Financial Services for Greater Birmingham & Anniston AL

Want to protect and grow your assets? Hire a financial advisor you can trust. Apex Financial Group, led by Ken Reeves, provides wealth management, retirement planning, Social Security and Medicare consulting, annuities, investments, life insurance, tax planning, and many other financial planning services. He’s a trusted industry expert, hosting Retirement Max Radio and presenting free retirement planning workshops in central Alabama. Schedule a free consultation at either our Birmingham or Anniston locations.

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.

Financial Advisor Ken Reeves
Financial Advisor Ken Reeves, RFC, CAS, CSS, CTS, owner of Apex Financial Group.

Apex Summit Retirement Process

Plan for Your Future

Our three-step process is designed to help you reach new financial heights.

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    Personal Financial Review

    Together, we'll discuss your retirement goals, and review your current plan.

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    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.

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    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

Retirement Planning

We bring clarity and confidence so you can enjoy lifelong income. We help grow your assets while protecting your investment portfolio from market volatility.

Financial Advisor

Work with a fiduciary, fee-based financial advisor firm for personalized wealth management & investing strategy. We’re passionate about protecting & growing your financial assets.

Estate Planning

Leave a legacy, not a burden, with tax-focused estate planning. We can ensure you have these critical pieces of your estate planning strategy in place.

Life Insurance

Almost everyone is underinsured. We have the expertise to design a life insurance plan that meets your unique circumstances. Don’t let your loved ones and your estate suffer from poor planning.

Medicare & Social Security

Inundated with TV commercials, phone calls, and mailings about Medicare and Social Security? With so many choices, it can be overwhelming. Meet with a local expert.

Free Evaluation

Contact us today. We'll listen to your needs and concerns, and design custom recommendations that fit your unique situation.

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:

Do you want to avoid overpaying taxes when you retire?  Safe money products could be the solution.

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 More

Listen 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

Apex Financial Group
1911 Noble St
Anniston, AL 36201
Phone: (256) 743-5433

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.

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