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5560 Northwest 72nd Street, Building A, Warr Acres, OK 73132

(405) 842-2720
mmcatee@apexokc.com
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Turn Your Life’s Work Into A Lifestyle You Love

With income-driven strategies, tax-smart planning, and a team that treats you like family, we help you retire confidently, enjoy simple freedoms, and sustain the life you love.

Your Friends in Financial Planning

Your Friends in Financial Planning

At Apex Wealth Management, we’re proud to serve Oklahoma families as an independent fiduciary team. With custom portfolios, income-driven strategies, and tax-smart planning, we keep your goals at the center. Most of all, we treat you like friends, who listen, explain clearly, and stand beside you as you plan for retirement and beyond.

Custom Portfolios Built For Real Life

Custom Portfolios Built For Real Life

Our approach is different. We design custom portfolios that put steady income at the heart of your retirement plan. With a focus on clear communication and honest conversations, our collaborative team helps you understand how your money works, why decisions are made, and what it means for the life you want to live.

Markets Rise and Fall. Your Retirement Income Shouldn’t.

Our income-first approach helps shape retirement paychecks through thoughtful distribution strategies designed to support your lifestyle.

Plan My Income

Comprehensive Services Centered On You

From income planning to investments and tax-smart strategies, our team offers strategies that adapt to your needs, your lifestyle, and your future.

Financial Planning

Tax Planning

Investment Management

Wealth Management

Retirement Income Planning

Insurance Planning & Annuities

Estate & Legacy Planning

Business Planning

See All Our Services

Wherever You’re Headed, We’re Beside You

Individuals & Families

Individuals & Families

Everyone has unique goals and challenges. We listen, organize, and build strategies that simplify decisions, protect income, and keep your household on track through life’s changes..

Pre-Retirees

Pre-Retirees

As retirement approaches, questions grow louder. Will my income last? Are my plans enough? We help align savings, pensions, and goals into a dependable income strategy.

Retirees

Retirees

You’ve worked hard. Now your money should work for you. We focus on steady income distribution, protecting lifestyle, and guiding decisions that help retirement feel reliable and rewarding.

Utility Employees & Retirees

Utility Employees & Retirees

From 401Ks, to pensions and benefits, utility careers bring unique choices. Our team has extensive experience in helping transition savings into steady retirement income you can depend on.

Explore All Groups

Resources to Help You Understand Your Money

We believe clear guidance starts with education. Explore our resources designed to explain strategies in simple terms, so you feel confident about your income, retirement, and future.

Wedding Budget Calculator

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.
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Comparing Mortgage Terms

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.
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Consider These 3 Things Before Driving Off the Lot

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
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FAQs About Working With Apex Financial

Retirement can feel complicated, but you’re not alone. Here are answers to the questions clients ask us most often.

  • We start with income-first planning, designing strategies to help turn your savings into consistent monthly paychecks that fit your lifestyle.

  • Our ensemble team works together for you. With custom portfolios, tax-smart planning, and honest conversations, we focus on income and treat clients like friends.

  • No. While we have deep experience with local utility providers, we also serve families, retirees, aerospace and manufacturing professionals, and medical professionals across Oklahoma.

  • Tax-smart planning is part of every conversation. We look at strategies to help you keep more of what you’ve earned and spend it where it matters.

  • You’ll always reach a real person who knows your story. Our team-based approach ensures someone you trust is available to guide you at every step.

Have A Question?

Schedule a call to learn how income-driven strategies and tax-smart planning can help support the lifestyle you want and the legacy you deserve.

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