Apexium Financial LP (“Apexium Financial”) offers comprehensive financial planning, investment advisory, insurance and risk management services to high net worth individuals, their families and corporate clients. Our team of highly trained professionals have advanced certifications and degrees, including the CFP®, CFA, CIMA®, CPWA®, CPA, and PFS., representing an extensive level of education and experience. We carefully design strategies and solutions to meet our clients’ objectives – such as long-term capital growth, retirement planning, asset protection, or minimizing taxes – and then work closely with some of the nation’s most prestigious financial and investment firms, attorneys, accountants, and other advisors, to execute the plan. Additionally, our team is constantly searching for innovative strategies and cutting-edge products that are generally unavailable to most consumers.