Apex Wealth Management

Name: Apex Wealth Management
Address: 5560 Northwest 72nd Street, Building A, Warr Acres, OK, US
Telephone: (405) 842-2720
Price range: $$
Rating: 4.9

Management

Owner and Vice President

Investment Client Manager

Contact Information

(405) 842-2720

mmcatee@apexokc.com

https://www.apexokc.com/

Hours:

Mon - Fri: 8am - 5pm

About

Apex Wealth Management is an independent fiduciary financial planning and wealth management firm serving Oklahoma families, pre-retirees, retirees, utility employees, aerospace and manufacturing professionals, and medical professionals. Services include custom portfolios, income-driven retirement strategies, tax-smart planning, investment management, insurance planning and annuities, estate and legacy planning, and business planning.

Why we like Apex Wealth Management

Apex Wealth Management stands out in Warr Acres as a dedicated independent fiduciary firm delivering income-first retirement strategies, custom portfolios, and integrated insurance and business planning. With specialized expertise helping utility workers navigate pensions and benefits alongside broad support for families, pre-retirees, and professionals across Oklahoma industries, the team provides clear, collaborative guidance that prioritizes reliable lifestyle income and tax efficiency. Owner Jeffrey L. Dodson and the experienced advisors bring decades of securities and insurance licensing to craft solutions that adapt to real-life needs. This combination of local insight, comprehensive offerings, and client-centered ensemble service positions the firm as a top choice for employee benefits and wealth management in the area.

View Our Review of Benefit Solutions

Pros & Cons

Pros

Independent fiduciary team offering custom, income-driven portfolios and tax-smart strategies tailored to individual lifestyles and goals.
Extensive experience assisting utility employees and retirees with pensions, 401(k)s, benefits transitions, and steady retirement income planning.

Cons

Office hours limited to weekdays 8 AM to 5 PM, which may require advance scheduling for consultations.
Primary focus on personalized individual, family, and select professional group planning rather than large-scale corporate employee benefits administration.

Review Scores

Better Business BureauNot rated