Ironically, I didn’t plan to become a financial planner.
My father had an admirable career helping people achieve financial success through insurance products. But in college, I studied science, engineering, and computers. I even earned a master’s degree in public admin.
Studying finance wasn’t on my radar – until one event changed everything.
I invested my own money with a “financial advisor” who turned out to be a con artist. He skipped town, and I never got that money back. I know I’m not the only one who’s been scammed. And there are even more people who invest with legitimate wealth managers that don’t deliver great results.
The entire financial planning industry has a bad reputation. I wanted to fix that.
So, I made it my mission to learn all about investments and retirement planning. I redirected my passion for academic studies toward insurance, investing, and estate planning. I decided to build a financial advisement firm that people could trust.
We want you to feel confident and safe to retire
I’m passionate about financial education. In addition to the one-on-one client meetings, I invest time into helping everyone in Central Alabama through financial literacy.
I host Retirement Max Radio, which is dedicated to helping pre-retirees and retirees prepare for and enjoy retirement. I also give free presentations across central Alabama on the topics of Social Security planning, retirement strategies, and long-term care.
Radio segments are a paid placements. 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.
Retirement planning radio broadcasts
99.5 FMWZRR Saturday from 12:00 – 1:00
Retirement planning podcast options
Protect everything you’ve worked for with professional wealth management
You’ve worked so hard for so many years – for your job and for your loved ones. You’ve earned every dollar in your bank account, your 401K, in your entire portfolio of assets. It’s my job to help design retirement strategies with your goals in mind.
When I assist in creating your retirement plan, I’m not just crunching arbitrary numbers. I’m helping shape the future of your dreams and financial confidence.
Choose a qualified financial advisor
I began my career in the financial industry with New York Life Insurance Company, operating an agency focused on life insurance and Medicare. I founded Apex Financial Group in 2015 as an independent insurance firm. Recognizing the need for more comprehensive planning in my community, I recently expanded our services by becoming a licensed Investment Adviser Representative.
I currently hold life and health insurance licenses and I'm a Registered Financial Consultant.
I am licensed in 14 states. I specialize in advanced insurance planning strategies, including 401K and IRA rollovers for retirees, legacy planning strategies, and “cash value” life insurance. We also offer tax-efficient investment strategies designed to outpace inflation and insurance products that can help provide life-long income.
I’m passionate about client education. I host Retirement Max Radio, which is dedicated to helping pre-retirees and retirees prepare for and enjoy retirement. I also give free presentations across central Alabama on the topics of Social Security planning, retirement strategies, and long-term care.
Retirement planning & wealth management designed just for you
We don’t believe in one-size-fits-all solutions. As independent advisors, we create plans built around your specific goals—never generic portfolios. Your financial strategy should be as unique as you are.
At Apex, we actually design retirement plans based on your individual needs. That’s why we’re different.
About Me
I am a family man. In my free time, you might find me in the woods chasing turkeys or on the golf course. I’m also a certified skydiver, a certified scuba diver, and a former triathlete completing three half-ironman triathlons and a full Ironman race in Louisville, Kentucky.
Apex Financial Group is Christian-owned and operated.
Our Team
Malinda Reeves
Chief Operations Officer
Angie Lawler
Assistant
Sarah Norsworthy
Client Relations Specialist
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.