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.


Disclosure: 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.

Banking

Investment Management

Apella Wealth

Patrick Sweeny

The Leadership Team at Apella Wealth comprises the President, Chief Executive Officer, Chief Financial Officer, and Chief Operating Officer. This team is responsible for setting the strategic direction of the firm, ensuring operational efficiency, overseeing financial health, and fostering a culture that aligns with the company's mission of delivering innovative, evidence-based financial planning and investment solutions. They play a crucial role in guiding the firm's overall vision and supporting the professional growth of their employee-owners.

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Client Relationship and Financial Planning

Financial Analysis Team