Robert Morella
CPA/PFS
Apex Capital Management
Managing Partner
Robert Morella
CPA/PFS
Apex Capital Management
Managing Partner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Robert Morella, CPA/PFS
Fee Only Financial Planner Located in Lafayette, LA and Serving Clients Nationwide
Robert Morella is a Lafayette, LA fee-only financial planner. Apex Capital Management provides comprehensive and objective financial planning and investment advice to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Robert Morella is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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.
Robert Morella is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Robert Morella is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Robert Morella is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Robert Morella is a Personal Financial Specialist (PFS)The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
Contact Robert Morella
Office Locations:
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701 Robley Dr.
Lafayette, LA 70503-5200
