The Apex Team
35+ years of experience providing licensed fee-only investment, retirement, tax, and financial planning in the Delaware Valley
Robert A. Connell, CFP
Founder, Chief Executive Officer
Bob is the visionary behind Apex Financial Advisors. With over 40 years of experience in financial planning, and as one of the first to earn the CERTIFIED FINANCIAL PLANNER™ designation in the country, he is truly a groundbreaker in the financial services industry.
Chief Investment Officer, Partner
Stu brings over 13 years of diverse experience to the team. He most recently worked for Brickell Capital Management, a multi-family investment office in Miami, where he managed and implemented several trading strategies and hedge fund-of-funds portfolios for the firm.
Joseph R. Weidenburner, Esq.
Sr. Vice President, General Counsel
Joe brings a varied background of professional experience to the Apex team. He has contributed equity research and investment analyses to several publications, including “The Manual of Ideas”, a value investing publication read by leading value-oriented portfolio and hedge fund managers.
Sr. Vice President
Mike has over 43 years of experience in banking and finance. Over the past 17 years, he has developed a wealth management and financial planning practice for affluent clients.
Christine began her career in the financial services industry 12 years ago in institutional retirement and transitioned into wealth management a few years later. She plays a key role in client service and administrative inquiries, often anticipating client needs.
Client Relations Manager