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 believe your financial goals are unique, and your plan should reflect that. Unlike firms that rely on standardized, one-size-fits-all portfolios, we take the time to understand your individual needs and craft personalized strategies. With an independent approach, your plan is tailored to fit your life—not just a template. That’s why we’re different.
(Certified Annuity Specialist)
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.
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
Does your portfolio have too much risk? Or not enough?
Knowing your risk score can help you make appropriate investment choices. Find out your risk score with our RiskAlyze tool! Apex, AEWM and Riskalyze are not affiliated companies. Apex Financial Group and AEWM cannot guarantee the accuracy or completeness of the Riskalyze software or outputs. Riskalyze is intended to be used as a tool in designing a financial portfolio.
Do you have questions about Medicare, Social Security, retirement planning, investing, or legacy planning? Meet our professionals, 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.
Like learning? Attend a free retirement planning workshop
Wealth Management Blog by Ken Reeves
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.
Articles coming soon!
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
Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Ken Reeves or Apex Financial Group is stated or implied. Radio shows are paid placements.
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.
Birmingham, AL
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.