Established Reputation APC Financial Planning has a 50-year history of serving clients, positioning it as a trusted, well-established local adviser with deep community ties and a strong reputation for integrity and personalized service.

Growth Potential With an annual revenue estimated between $10M and $25M and a relatively small team of up to 50 employees, there is significant opportunity for business expansion, enhanced technology integration, and increased client acquisition efforts.

Tech Stack Utilization APC leverages a modern web and security infrastructure, including cloud services and innovative web technologies, indicating openness to digital enhancements and potential partnerships for technology upgrades.

Industry Leadership As one of the oldest independent financial advisory firms in the US, APC’s industry standing offers opportunities to collaborate on educational initiatives, fiduciary best practices, and targeted marketing campaigns across the financial services sector.

Client-Centric Focus APC emphasizes holistic financial wellness and customized advice for individuals and families, making them a prime candidate for solutions that support personalized client engagement, wealth management, and educational tools.