Apella was founded in 2014 by two financial advisors, Patrick Sweeny and David Connelly, who were passionate about finding a better way to help investors achieve their long-term goals.
We are fiduciaries and believe in putting our clients’ interests above our own. Always.
We recognize that investors are unique, deserve individual attention, and are not an algorithm or numbers on a spreadsheet.
Our experienced financial professionals are personally invested in preserving clients’ capital, growing their wealth, and helping them achieve their financial futures.
We are committed not just to saying the right things, but to actually doing the things we say.