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2295 Parklake Drive, Suite 456, Atlanta, GA 30345

(770) 934-8686
leebaker@apexfinancial.com
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Welcome to Apex Financial Services, Inc.

Since 1998 our goal has been to offer you the benefits of wisdom in making smart decisions about your money so you can feel financially secure. We want to build a long-term, personal relationship with you. Having a long-term relationship allows us to focus on not only delivering you exceptional customer service, but also to make meaningful improvements to your quality of life. We look forward to providing you and your family with the peace of mind that comes from knowing you’re financially secure. 

Call us today to schedule a complimentary review!  

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.
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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?
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How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
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See Our Legacy

Have a Vision, Make a Plan, Be Well

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Have a Vision. Make a Plan. Be Well.

<b>Stopped Saving for Retirement During the Pandemic? Don&#8217;t Panic</b>

Stopped Saving for Retirement During the Pandemic? Don’t Panic

Click here - Lee Baker talks with Ann Tergesen of The Wall Street Journal on Stopped Saving for Retirement During the Pandemic? Don’t Panic

Our Process

Once we know what is important to you, we can begin to develop an effective financial strategy to help you achieve your goals.

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Our Firm

Apex Financial Services is a comprehensive financial planning firm dedicated to helping individuals and businesses achieve their goals.

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Our Team

As a team we have over 25 years of experience. Our number one goal is to help our clients achieve financial security.

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Your Financial Future

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.

Have a Vision. Make a Plan. Be Well.

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If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."