At API FINANCIAL MANAGEMENT we provide a client centric approach while maintaining the highest standards of integrity, professionalism and prudent practices in our relationship with you, the client. We strive to know and have a deep understanding of our client’s individual financial situation so we can provide the highest quality services and strategies to help pursue your short and long term goals. 



(AIF®) Designation from the Center for Fiduciary Studies™ (the Center), the standards-setting body for fi360. The AIF Designation signifies trained knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The AIF designation defines our prudent practices as investment fiduciaries, working in the clients best interests.

Scope of Services

We cover every aspect of your financial future including:

  • Financial Planning
  • Investment Management 
  • Legacy & Estate Coordination
  • Philanthropic Strategies
  • Retirement Planning
  • Company Qualified Retirement Plans
  • Tax Management Strategies
  • Social Security Filing Strategies
  • Medicare Planning & Implementation
  • Annuities & Insurance

We Make a Difference

We are here to make a difference to help you pursue your Financial Goals & Objectives by listening to and developing action plans specifically tailored to each client’s individual needs.