Apex Financial Advisors Inc.

Overview

The firm describes itself as a financial planning firm and multi family office.³ Its advisory work serves retail investors and accredited investors.⁴⁵ Apex provides advisory services rather than brokerage services.²

History

The reviewed public sources identify Robert A. Connell, CFP, as the firm’s Founder and Chief Executive Officer.⁶

Leadership

Robert A. Connell, CFP, is Founder and Chief Executive Officer.⁶ Alexander D. Wieland, CPA, is Controller.⁶ Jennifer Campbell is Paraplanner.⁶ Dottie Ditchkofsky is Client Relations Manager.⁶ The website states that the team has more than 60 years of experience serving clients nationwide.⁶

Services

Website listed services include retirement planning, estate planning, tax strategies, commercial real estate analysis, financial planning and tax advice.³ Retail investor services include investment advisory and financial planning, preparation of personal financial statements, review of assets and liabilities, examination of trust accounts and life insurance policies, review of estate or succession documents, and investment account management.⁴

The firm says it keeps investment accounts and financial plans under ongoing review and discusses them with clients at least once each year.⁴ It can manage assets on a discretionary basis and can also use nondiscretionary arrangements when clients provide written consent before trades.⁴

Listed investment types include exchange traded funds, mutual funds, individual stocks, corporate bonds, United States Treasury securities, closed end funds, cash and cash equivalents.⁴ Accredited investors may access direct commercial real estate investments described as private investment funds overseen for clients.⁵

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Risk and insurance
• Private and alternative investments
• Retirement planning

Client focus

Apex works with retail investors and accredited investors.⁴⁵ Its website describes service to clients nationwide.⁶ The firm’s planning work reviews personal financial information, investment accounts, trust accounts, insurance policies and estate or succession documents.⁴

Investment philosophy and approach

The firm says its personal approach begins with understanding each client’s goals and values.⁷ It then develops a customized plan designed to help clients manage, preserve and transfer wealth while addressing avoidable risks.⁷ The firm says it considers clients’ financial, physical and mental well being when developing advice.⁷

Its stated approach includes personalized planning, unbiased recommendations, goals based implementation, risk aware strategies, enhanced due diligence, ongoing plan reviews, a long term perspective, global insight, measurement and accountability, integrated tax planning and broad diversification guidance.⁷

FAQs

Related resources

• LocationMultifamily offices in Pennsylvania

  The Multifamily Offices in PA page helps readers compare firms serving Pennsylvania families and business owners. It provides regional context for someone in Yardley considering investment management, financial planning, tax work, estate planning, insurance, retirement services, or private investments.

• Network siteEstatePlanner.com

  EstatePlanner.com offers plain-language guides on wills, trusts, and related estate decisions. A reader considering Apex can use these materials to prepare questions about estate planning, family transfers, tax considerations, and how those topics connect with broader financial planning.

• Network siteFamilyOffices.com

  FamilyOffices.com provides resources and a community focused on single family offices and wealthy families. Business owners and affluent households can use it to understand family office practices, governance topics, investment oversight, and the kinds of questions to ask a Pennsylvania advisory firm.

• GuideThe annual MFO review

  The annual MFO review gives readers a recurring reference point for understanding multifamily office firms and industry developments. Someone assessing an adviser can use the review to compare service categories, ownership or operating models, and issues relevant to investment, tax, estate, and retirement planning.

• Similar firmsHandwerk Multi Family Office
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  Profiles of Handwerk Multi Family Office, Sageworth, and Avantra Family Wealth offer additional points of comparison on this site. Reviewing these firms can help a wealthy family or business owner think through differences in investment management, planning services, private investments, and family office support.

Sources

1. SEC Form ADV , accessed 2026-10-23.
2. Form CRS , published 2025, accessed 2026-10-23.
3. Apex Financial Advisors homepage , accessed 2026-10-23.
4. Form CRS , dated 2020-06-30, accessed 2026-10-23.
5. Form CRS , dated 2020-06-30, accessed 2026-10-23.
6. Our Team , accessed 2026-10-23.
7. Our Principles , accessed 2026-10-23.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.