Apple and Associates was founded in March of 2000 by Daniel B. Apple CFP®, who has been proudly serving the Northern California area since 1984. Apple and Associates is headquartered in Grass Valley, CA. The firm was established with the purpose of helping people to reach their financial goals. Fervently operating in a fiduciary capacity for their clients, they focus on giving unbiased financial advice that is always in the best interest of their clients. Unlike many firms, they don't rely on commission-based products for their primary compensation. The firm is primarily compensated through fee-based financial planning and investment management. Planners are also licensed for annuities, life, disability, and long-term care insurance when the client's situation calls for it.
"We believe in showing our clients the value that we offer them, not just telling them about it. When we sit down with you, we listen. All the recommendations we make are in the best interest of you, period."
Apple and Associates strives to meet the needs of their clients in a holistic manner. To accomplish this, they have created strategic alliances with local professionals who are aligned with their company values. Additionally, they may collaborate with their clients' existing tax and estate advisors to ensure that there are no gaps in communication across the board. This allows Apple and Associates to deliver a comprehensive, client-centered wealth management experience.