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First Financial Consulting

Pasadena, California

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Morris Financial Concepts

Mt.Pleasant, South Carolina

Karam Wealth Advisors

Franklin, Tennessee

CBM

Bethesda, Maryland

Pure Portfolios

Lake Oswego, Oregon

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Henssler Financial

Kennesaw, Georgia

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Henssler Financial

Kennesaw, Georgia

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Satori Wealth Management, Inc.

San Diego, California

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Henssler Financial

Kennesaw, Georgia

Values Added Financial

United States - Nationwide

Multnomah Group, Inc.

Portland, Oregon

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Ameriprise

Seattle, Washington

Nordic Northwest

Portland, Oregon

NEW! NEW!
Bryan P. Fitzsimmons, CPA

Lincoln City, Oregon

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State Universities Retirement System (SURS)

Illinois

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Financial Planning Resident
About the Firm Apella Wealth is a fee-only comprehensive financial planning firm headquartered in West Hartford, Connecticut with offices nationwide. At Apella, we are tireless advocates for those we serve through all life stages including preparing to buy a house or start a family, planning for college savings or retirement, divorce, career change, sale of a business, or loss of a spouse or loved one. For some, we act as an educator. For others, a coach or mentor. For most, we are an important catalyst and trusted partner that inspires clients to take control of their financial lives. Joining Apella Wealth means joining a culture built on community, volunteerism, lifelong learning, and an unwavering commitment to doing the right thing for our cli


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