General Info

Apex Capital Management is a financial planning and Registered Investment Adviser headquartered in Lafayette, LA. We provide fee-only financial planning services and investment advice. We work with people of all ages from all walks of life. Our services to help you reach your goals include: a second opinion on current financial planning and investments, advice on employee stock options, an analysis of insurance needs, asset and investment management, cash-flow expense planning, college funding strategies, estate planning, long-range and life-style planning, lump-sum distribution advice and retirement planning strategies.