We start by getting to know you. What will you need in retirement? How much risk can you stand or need to take? What other life goals do you have?
Only after we know all of this and more do we start the planning process utilizing the best tools and technology available.
Whatever your needs, Apella can create the right financial plan for you. We offer everything from a simple plan, to an in-depth, multifaceted plan.
Our Atlanta office believes that everyone and every situation is different. We believe that building the wealth you need, managing your portfolio, and creating a lifelong income must be specific to you.
That’s why we spend whatever time is needed to understand your circumstances, and your needs, and your financial personality to devise the right plan for your present and future needs.
At Apella, we don’t believe in predictions and you’ll never get a hot tip from us. Your investment portfolio is created specifically for you and your situation using true portfolio science. We are never guided by emotions or hunches. All portfolio construction work is based on decades of peer-reviewed academic research. We regularly review our previous assumptions and, when needed, adopt new tools and investments as they prove themselves appropriate.
Before becoming a financial advisor, Phil served as a consultant for over 20 years for Fortune 500 corporations like Coca-Cola and UPS. He is a Investment Advisor Representative and a member of the International Association of Registered Financial Consultants (RFC). Phil is the author of Retirement Unchained: Break Free from Wall Street and a Government Gone Wild. An Atlanta-area native, Phil has appeared on ABC, NBC, CBS, and FOX affiliates around the country. He has been featured in many publications, including Fortune and The Wall Street Journal.
As an Atlanta Advisor Services Manager at Apella. Trish oversees all new account transfers and paperwork. She is also responsible for all client account communication and updates. Trish has been in financial services for over 20 years. Her resume includes experience in banking, brokerage, and personal finance. A native of Green Bay, Wisconsin, Trish resides in Kennesaw, Georgia. She is a member of Transfiguration Catholic Church, an avid sports fan, gardener, animal lover, and Fairy Godmother with Bert’s Big Adventure.
Angela Caquias
Angela Caquias provides client relationship support to Apella's Atlanta and Knoxville offices. Prior to joining Apella, Angela held leadership roles in the insurance, retail, and the music business industries. Angela takes pride in providing excellent customer service and support for a professional work environment. Ms. Caquias graduated from Kennesaw State University with a Bachelor of Science in Communications with a focus in Public Relations. Growing up in a military family, Angela lived in various cities in the United States as well as overseas in Germany. In her free time, she enjoys traveling, facilitating sound baths, and spending time with family and her Boston Terrier.
Helping Everyone, Everywhere
Explore our educational resources and services below
Apella was built on a foundation of education. We are committed to helping everyone reach their financial goals. We will set aside time to help you with your specific questions or issues.
We encourage you to set up a free, personal meeting to help you get on track to a brighter future using this appointment calendar.
We are inspired by the power we have to make a positive difference in the lives of our clients and their families, and consider it an honor when someone chooses to work with us.
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