United Capital Financial Advisors has acquired Apexium Financial LP for an undisclosed amount, in a transaction that expands United Capital's capabilities in wealth management. Apexium Financial LP is a national Registered Investment Adviser that offers comprehensive financial planning, investment advisory, insurance, and risk management services. It caters to a select group of private clients and institutions, managing approximately $4 billion in assets under management.
Apexium Financial distinguishes itself through its independent and objective approach, with a team of professionals holding advanced certifications suchs as CFP®, CFA, CIMA®, CPWA®, CPA, and PFS. The firm emphasizes a personalized approach to financial strategy, considering a client’s family, values, goals, and concerns beyond just financial metrics. Apexium Financial maintains offices strategically located across the Northeast, Mid-Atlantic, and Southwest regions.
This acquisition is a strategic move for United Capital Financial Advisors, aimed at strengthening its presence and enhancing its service offerings within the affluent client segment and institutional advisory space. By integrating Apexium Financial's robust service model and deeply experienced team, United Capital is poised to broaden its expertise in comprehensive wealth management and risk solutions.
Expected synergies from the acquisition include the integration of Apexium Financial’s client-centric service model and specialized professional talent with United Capital’s broader operational framework. The combined entity aims to deliver an expanded range of sophisticated financial solutions and a more robust advisory platform, catering to complex client needs across diverse regions. The focus will remain on delivering high-quality, objective financial guidance to a growing client base.