Aptus Financial

My wife and I recently completed our financial planning consultation with Denise at Aptus. I am a physician and learned of their services through the White Coat Investor network and I could not be happier with our experience. The pricing was transparent and services provided were as advertised. Though we already had decent financial literacy, we chose to do a complete financial planning session with Aptus (as opposed to their hourly rates). One of my reasons for choosing Aptus was their focus on helping investors become DIY. Denise walked us through cash flow and budgeting and then went deeper into investment philosophy and tax efficiency. We came out with a comprehensive plan, and more importantly, confidence that we are capable of doing this ourselves for several years before touching base pre-retirement. I would highly recommend Aptus to anyone who is looking for a comprehensive, straight foward, financial plan that can be implemented and then followed for years without the pressure to buy investment products or have managed assets.
Mar 1st, 2021

I began working with Aptus Financial a year ago and their customer service and attention to detail is beyond Industry standard. What I have enjoyed the most while working with Aptus Financial is the education regarding ATM's that they provide. While I searched for a provider and spoke to many ATM companies I always felt as if they were selling me and like I said with Aptus I feel like they are only educating me so I can choose the best provider and fort his I thank you Aptus. I would recommend Aptus to any business looking for ATM service.
Nov 9th, 2012