Robert  Morella

Robert Morella

| CPA/PFS

Apex Capital Management

(337) 984-7010

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Fee Only Financial Planner Located in Lafayette, LA and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Website

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701 Robley Dr.
Ste. 200
Lafayette, LA 70503-5200

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Robert Morella is a Lafayette, LA Fee-Only Financial Planner serving Lafayette and all surrounding areas. Apex Capital Management specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Robert Morella is a NAPFA-Registered Financial Advisor.

Robert Morella is a registered investment advisor and managing partner of Apex Capital Management, LLC.  He is a Certified Public Accountant (CPA) and serves as a partner in the accounting firm of Arsement, Redd & Morella, LLC.  Robert is a 1980 Graduate from the University of Southwestern Louisiana with a Bachelor of Science degree in Business Administration with a major in Accounting.  Robert is licensed as a personal financial specialist (PFS) through the American Institute of Certified Public Accountants and is Series 66 registered.  He is a member of the tax and personal financial planning division of the American Institute of Certified Public Accountants.  Robert is also a member of the National Association of Personal Financial Advisors. 

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Our Mission Statement

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Wealth management, simplified.

You've got dreams...
we can help you get there.

For most, financial success doesn't just happen; it requires hard work and careful planning.  A properly structured financial plan enables you to face financial challenges at any stage of your life.  Take steps now to protect your financial future and put your money to work.  Personal financial planning and investment advice from Apex Capital Management, L.L.C. (Apex) can put you on the road to achieving your dreams. 

Apex is a comprehensive financial planning and investment advisory firm providing fee-only financial planning services.  We can help you:

  • Review and evaluate your income, assets, liabilities, retirement planning, insurance coverage, investment portfolio, income and estate tax exposure
  • Establish and prioritize your financial goals and time frames for achieving them
  • Develop strategies that address your financial weaknesses and build on your financial strengths
  • Monitor and adjust your plan to reflect changing goals, time frames, and circumstances

Our affiliated company, Arsement, Redd & Morella, LLC has been providing accounting and tax services for over 25 years.  Together we offer a holistic approach to achieving your financial success.

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