Apella Wealth
About
Apella Wealth’s Marblehead team offers comprehensive financial planning with a particular specialty in college planning and financial aid. The practice works with families trying to balance the cost of educating children and grandchildren against other priorities like retirement savings. Advisors help gather and organize the right documents, forecast eligibility for financial aid and determine how much cash a family will need, and they can produce a customized report on a student’s aid outlook.
Beyond college costs, clients are supported by specialists in investments, estate planning, insurance, and business and tax planning. Services include investment management, retirement income and cash planning, tax management, insurance protection, and estate planning that helps clients leave a legacy to loved ones and preferred charities. Senior financial advisor Jim Femia emphasizes spending time with clients to understand the experiences and beliefs that shape how they think about money.
What to Know
- Advisors coordinate with a client’s other professionals, including their CPA and estate attorney.
- Business owners can get help protecting their company, providing employee benefits and planning a sale or purchase.
- The team added a client relationship specialist, Syracuse University graduate Sufwan Shahid, in January 2026.
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