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Do Good. Be Good. Make Good. 

It's more than just a motto. It's something we believe in.

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From 1896 To Today And Beyond

Apogee Financial Partners traces its roots back to 1896 when National Life Insurance Company of Montpelier, VT established its first agency in Atlanta.

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A Long History Of Success

Over the years our name has changed and we have developed into a comprehensive financial services firm, but our commitment to building long-term relationships with our clients has remained steadfast.

Today, with more than 100 financial associates and professionals throughout ten states, we have grown to among the top financial services firms in the Southeast.

We are proud to continue to be a member of the National Life Group® network of firms.

Your Legacy, Our Strategies

Products and services designed to help you build and protect your legacy.

  • Investments

    We help you stay accountable and bring more peace of mind knowing you have a grasp on your investments and that we are helping you look after your portfolio.

  • Retirement

    We help you understand how to succeed in retiring comfortably as you move closer to the life you envision.

  • Legacy

    We help you develop an estate planning strategy that protects what you’ve built and brings stability to your loved ones or philanthropic intentions.

  • Protection

    We assess your personal and business insurance needs should something happen to you or your ability to produce an income down the road

A Breadth Of Financial Options

We help you build your legacy. We take all the time needed and clearly explain all of your options so you feel comfortable making financial decisions.

Starting Over

Sometimes life takes an unfortunate turn with the passing of your spouse or life partner, a divorce, business separation, or other trying circumstance. We help you move forward with support and encouragement so you can gain back your sense of comfort and security.

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Legacy Planning

We help you create or expand your legacy using wealth transfer strategies and products that support these strategies.

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Retirement

We organize your investment options, evaluate your income needs, and prepare for worst case scenarios. Experience the life you want to live in retirement.

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