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Apella Wealth - (fka Financial Connections Group, Inc.)

EST. AUM
$624,598,038

CONTACTS
2

CLIENT ACCOUNTS
1,024

Firm Details

Metro area San Francisco
CRD Number 108906
Website apellawealth.com
Client types

Overview

Apella Wealth - Larkspur, CA Team is a fee-only, fiduciary wealth management group serving individuals, families, and non-traditional households. Formerly known as Financial Connections Group, Inc., the team joined the national Apella Wealth platform on April 1, 2026. They utilize a team-based, holistic planning approach that integrates investment management with tax planning, retirement coaching, and socially responsible investing. The firm specializes in serving the LGBTQ community and focuses on evidence-based, factor-grounded investment strategies to achieve long-term client goals.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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