Annex Wealth Management

Fee-only, fiduciary advice wherever you are on your journey.

It’s not about age. It’s about a mindset. When you’re ready for advice, it’s time to seek a relationship with a wealth management firm that provides comprehensive planning and is ready to provide strategic advice – wherever you are on your journey.

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Trusted by clients. Recognized by the industry.

RIA Channel 2024 Top Wealth Managers

AdvizorPro 2025 Top Independant RIAs

USA Today 2026 Best Financial Advisory Firms

CityWire's 50 Growers Across America 2025

Journal Sentinel Top Workplaces 2026

RIA Channel 2024 Top Wealth Managers

AdvizorPro 2025 Top Independant RIAs

USA Today 2026 Best Financial Advisory Firms

CityWire's 50 Growers Across America 2025

Journal Sentinel Top Workplaces 2026

View our award methodology and important disclosures.

Services

We’ve carefully built an in-house team with expertise in key financial disciplines. We listen, then deliver customized planning based on your specific needs.

Financial & Retirement Planning

Customized advice to help you on your journey and reach your goals.

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Investment Management

Strategy designed to harmonize with your comprehensive financial planning.

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Tax Planning

Tax strategies commensurate with the complexity of your goals and journey.

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Estate Planning

Working within your financial plan to guide the preservation and transfer of wealth.

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Risk Management & Insurance Planning

Protect what’s yours with the appropriate amount of coverage

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401(k) Retirement Plan Services

Comprehensive care for those serving in the challenging role of ERISA fiduciary.

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Divorce Financial Consultation

The financial planning needed to execute the terms of a Marital Settlement Agreement.

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Explore Our Services

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Testimonials

Real Stories. Real Clients.

“You just felt the world off your shoulders.”

Anne, Client

“It’s peace of mind for myself and my family.”

Dan, Client

“We’ve been clients of Annex Wealth Management for about 10 years.”

John & Valerie, Clients

“Retirement is not for everybody.”

Roger, Client

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One Team

Know The Difference of Team

At Annex Wealth Management, “team” is a client-centric term meaning the experienced, educated people working with you help build a customized plan for you. Our team explores what’s best for you at your current stage in life across your investments, taxes, family, and employment.

Meet Our Team