Financial Planning & Wealth Management in Apex, NC
Confidence in Every Stage of Life
- Turn Savings Into a Strategy
- Simplify the Complex
- Retire Without Guesswork
At Morrison Wealth Advisors near Apex, NC, we help you cut through the noise and focus on what matters—so you can move forward with clarity and confidence.
Do These Questions Sound Familiar?
- Will my retirement income last?
- Am I paying more than I should in taxes?
- Is my stock compensation strategy working for me—or against me?
- Can I trust my advisor to listen first and guide second?
A Fiduciary Approach You Can Trust in Apex, NC
Your financial plan isn’t just a spreadsheet. It’s your life, your goals, and your legacy. We take time to understand your full picture before designing strategies that support both today’s needs and tomorrow’s priorities.
Always in Your Best Interest
We’re fee-only fiduciaries—no commissions, no quotas, no sales pressure. Every recommendation is made with one focus: helping you move forward with confidence.
Transparent Fees, Clear Value
Our simple fee-only structure means you’ll always understand what you’re paying and the value you receive. Whether you’re seeking a long-term relationship or targeted planning, our goal is to bring clarity to every conversation.
Serving families throughout Apex, NC, we provide more than advice—we help you create a plan designed to adapt as life changes.
Your Path With Morrison Wealth Advisors
Talk It Through
Share your financial story, your questions, and your goals with our team in Apex, NC
Shape Your Strategy
Together, we’ll design a personalized plan that integrates retirement, investments, and taxes.
Stay on Track
Life isn’t static, and your plan shouldn’t be either. We’ll revisit and adjust as your needs evolve.
Services We Provide Near Apex, NC
Retirement Planning
Estate & Legacy Planning
Investment Management
Tax Planning
Stock Compensation & Social Security
Serving Apex, NC and surrounding communities.
Apex, North Carolina, is a fast-growing town in Wake County. As of 2025, the population is estimated at 78,668. That’s a 20% increase since 2020, with a steady growth rate of 3.54% each year. Apex is known for its safe neighborhoods, strong schools, and community charm.
The average household income in Apex is $166,754. The poverty rate is low, sitting at 2.64%. The median age is 36 years, with males at 35.7 and females at 36.3. Families, professionals, and retirees all find Apex a great place to live and work.
Major employers in Apex include the Wake County Public School System, Apex Tool Group, and Dell Technologies. These companies help support a strong local economy.
Downtown Apex has a unique combination of history and small-town charm. More than 60 historic buildings from 1870 to 1940 still stand. Colorful storefronts now hold modern boutiques, home décor shops, and local businesses. Top spots include Rose & Lee Co. and Apex Outfitter & Board Co.
Food lovers have plenty of choices. Anna’s Pizzeria is a local favorite. TapStation offers burgers, bourbon, and brews in a restored gas station. Scratch Kitchen and Taproom delivers creative meals in a relaxed setting.
For culture, visit the Halle Cultural Arts Center. The center includes three distinct art galleries, two creative studio classrooms, and a fully equipped theater with seating for 150 guests. Throughout the year, it hosts rotating exhibits, local performances, and a wide variety of public events for all ages.
History buffs will enjoy Hughes and Salem Streets. The district includes the Apex Union Depot, built in 1914. It’s a great example of Victorian architecture. Further south, the North Carolina Railroad Museum offers historic train rides and self-guided tours.
Apex combines history, growth, and quality of life. With strong incomes, walkable streets, and growing job opportunities, it’s a top choice for families and professionals alike. Apex offers the best of small-town living, all just minutes from everything.
Financial Advisors in Apex, NC
At Morrison Wealth Advisors, we’re honored to serve individuals and families in Apex, NC with guidance that’s clear, thoughtful, and always in your best interest. If you’re ready for a financial plan that reduces uncertainty and helps you focus on what matters most, let’s start the conversation.