As President of APEX Asset Advisors, Tim Poole brings over 16 years of experience in the financial advisory sector, where he has honed his expertise in retirement planning and wealth management. Tim’s journey began with a commitment to fostering meaningful relationships with his clients, a...
As President of APEX Asset Advisors, Tim Poole brings over 16 years of experience in the financial advisory sector, where he has honed his expertise in retirement planning and wealth management. Tim’s journey began with a commitment to fostering meaningful relationships with his clients, a principle that continues to guide his approach today. By prioritizing the unique aspirations and backgrounds of each client, he ensures that their financial strategies are not only tailored to their current needs but also aligned with their long-term goals.
At APEX Asset Advisors, Tim leads key projects focused on comprehensive retirement planning and post-retirement cash flow management. His dedication to understanding the intricacies of each client's financial landscape allows him to craft personalized investment strategies that address both immediate and future financial needs. Tim collaborates closely with clients' other advisors, including estate planners and tax professionals, to create a cohesive financial plan that maximizes wealth preservation and growth.
In addition to his core competencies in investment advice and retirement plan analysis for business owners, Tim’s diverse skill set includes college planning and multilingual capabilities, speaking Spanish fluently. His passion for endurance sports, such as cycling, distance running, and triathlons, reflects his commitment to discipline and perseverance—qualities he applies to his professional endeavors. As he continues to lead APEX Asset Advisors, Tim remains focused on delivering exceptional service and results, ensuring that his clients feel empowered and informed every step of the way.
