Apella Wealth
@apellawealth.com
At Apella, our focus is You. We're an employee-owned firm of financial advisors who deliver innovative planning and investment solutions built on independent, evidence-based thinking. Instead of speculation and guesswork, we use insights drawn from academic research and decades of data to build portfolios and plans that put science on your side. We are passionate about working with our clients and helping them achieve their most important goals. Apella Capital, LLC, DBA Apella Wealth is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered or excluded or exempt from registration requirements. Apella Wealth provides this communication as a matter of general information. Any data or statistics quoted are from sources believed to be reliable but cannot be guaranteed or warranted. No one should assume that any discussion or information contained in this material serves as a receipt of, or as a substitute for, personalized investment advice. Apella Wealth does not approve or endorse any third-party communications posted on this site and will not be liable for any such posts.
Apella Wealth's Company Logos
Apella Wealth's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#58595B
Abbey
88, 89, 91
220, 2, 35
3, 2, 0, 64
#E8CFA5
Zombie
232, 207, 165
38, 59, 78
0, 11, 29, 9
#000000
Black
0, 0, 0
0, 0, 0
0, 0, 0, 100
About Apella Wealth
Apella Wealth, also known as Apella Capital, is an employee-owned financial advisory firm serving individuals, families, businesses, and institutions across the United States. Its approach begins with each client’s life, values, and long-term goals, then develops financial plans and investment solutions to fit their needs. The firm emphasizes independent, evidence-based advice, drawing on academic research, data, and established practices rather than speculation. It also highlights transparency, acting in clients’ best interests, and building lasting advisory relationships.
Apella offers wealth management, financial planning, and investment services for people at different stages of life, from starting a career or family to preparing for retirement and managing financial independence. Its planning services include retirement and college funding, tax-efficient strategies, legacy and estate considerations, philanthropy, healthcare costs, cash flow, and protection against unexpected events. For businesses and institutions, the firm provides support with employee benefits, retirement plans, business valuation, and selling-related needs. Apella also helps clients evaluate workplace retirement choices, stock options, and deferred compensation as part of broader financial planning.
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Finance
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