Apellawealth.com

Advice for Life Apella Home

WEBWe're an employee-owned firm of financial advisors who deliver innovative planning and investment solutions built on independent, evidence-based thinking. Instead of …

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URL: https://apellawealth.com/

Financial Advisors Atlanta, GA Apella Wealth

WEBBefore becoming a financial advisor, Phil served as a consultant for over 20 years for Fortune 500 corporations like Coca-Cola and UPS. He is a Investment Advisor …

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Apella in the Commuinty

WEBWhat We Stand For. Apella employees take time in their personal and professional lives to serve in the community. Many Apella advisors are devoted to serving on different boards …

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Preparing for Retirement

WEBFor married households who had a high-earner, it is not uncommon for the lower earning spouse to receive half of the high-earners benefit. If you wait past your …

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Locations Apella Main

WEB16 Offices. With $3.84 billion dollars in client assets (as of 03/31/24) that we manage, Apella has the scale to serve, backed by personalized, hands-on service and support, including …

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Financial Independence for Women

WEBUnderstanding Personal Finance. Webinar occurred. Click the button below for the recording. Learn about earned income and income taxes, insurance, budgeting, savings …

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Retirement Plans Apella Main

WEBWe work with you to fully understand your objectives and then design a plan to best fit your specific needs. We offer a range of plan types designed to help you attract and retain …

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Apella Wealth Blog Maria Castillo Dominguez MS CFP®

WEBMaria Castillo Dominguez is a Certified Financial Planner™ (CFP®) professional. She is originally from Spain and moved to the United States in 2010 after obtaining a bachelor's …

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Advice Apella Main

WEBAdvice - Planning. Our Evidence-Based approach to planning is grounded in decades of research, data and best practices, covering everything from behavioral finance to the …

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Retired Apella Main

WEBHelping you understand and navigate your options around Social Security, Medicare, long-term care and healthcare directives. Making sure you have money to pay for the …

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When Tax Planning Crosses the Line

WEBI am often asked during year-end tax planning why it is better to make a Qualified Charitable Distribution (QCD) directly from an IRA as opposed to simply writing …

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Bellevue, WA Apella

WEBI can honestly say, “It all started at a little 10-watt radio station in Bellevue, Washington.” My friend, Kent Phillips (who has enjoyed a much more illustrious career than my own) …

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Financial Independence for Women

WEBLife as a Widow. October 15, 2022 at 9AM PT / 12PM ET. Learn about what to do first, what documents do you need, closing out the estate, living your new life while grieving, …

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Olympia, WA Apella Main

WEBApella’s Olympia team (formerly NRSmith and Associates, PS) provides holistic, integrated financial solutions. Our experienced staff of Certified Public Accountants (CPAs), …

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