Marty Poole, as President of APEX Asset Advisors, brings over 16 years of experience in the financial advisory sector, where he has honed his expertise in retirement planning and wealth management. His journey began with a commitment to fostering meaningful relationships with clients, which he...
Marty Poole, as President of APEX Asset Advisors, brings over 16 years of experience in the financial advisory sector, where he has honed his expertise in retirement planning and wealth management. His journey began with a commitment to fostering meaningful relationships with clients, which he views as the cornerstone of effective financial advising. By prioritizing understanding each client's unique background and aspirations, Marty has cultivated a client-centric approach that sets APEX apart in the competitive landscape of investment advisory firms.
At APEX, Marty leads key projects focused on tailored retirement strategies, ensuring that clients not only accumulate wealth but also enjoy sustainable cash flow in their post-retirement years. His dedication to collaboration is evident in his proactive engagement with clients' other advisors, including estate planning attorneys and tax professionals, to create comprehensive financial strategies that address all aspects of wealth management. This holistic approach enables clients to navigate complex financial landscapes with confidence.
Marty's diverse skill set, which includes expertise in college planning, investment advice, and retirement plan analysis for business owners, positions him as a versatile advisor capable of addressing a wide range of financial needs. His personal interests, such as distance running, cycling, and triathlons, reflect his commitment to discipline and perseverance—qualities that he brings to his professional life. Fluent in Spanish, Marty also expands his reach to serve a diverse clientele, ensuring that language is not a barrier to achieving financial goals. Through his leadership at APEX Asset Advisors, Marty Poole continues to redefine the standards of client service in the investment advisory industry.
