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About Us

Providing Protection First, <br/>Growth Always

Providing Protection First,
Growth Always

Apex Financial Strategies is a dedicated team within Lifetime Financial Growth, LLC—a privately held wealth management firm founded in 1969 and headquartered in Pittsburgh, PA. With over 300 financial professionals and 70 support staff across multiple states, our firm serves clients nationwide. Our goal is to help you build a personalized financial roadmap to support long-term growth, protection, and confidence. Our team is committed to delivering premier financial services, inspired by our founder’s background in racing go-karts and mini-sprints. Just as a driver navigates the apex of a turn, we guide clients through the complexities of financial planning. The term "apex" also signifies reaching the top, aligning with our focus on transitioning clients from wealth accumulation to distribution during retirement. It suggests the pinnacle of our service quality, reflecting our dedication to being a premier choice for financial guidance.

A Look Into Our Process


We follow a structured yet highly personalized process to create a clear, actionable, and tailored financial plan for each client. Our goal is to provide clarity, confidence, and long-term financial security through a proactive, education-driven approach.


Step One: Initial Discovery Meeting

We begin with a deep conversation to understand your financial situation, values, priorities, and long-term vision. This no-pressure, educational meeting helps determine if we’re a good fit for your needs.

Step Two: Comprehensive Financial Analysis

We conduct a detailed analysis of your financial position, identifying strengths and areas for improvement. Our aim is to simplify complex data into a clear, easy-to-understand financial roadmap.

Step Three: Personalized Strategy Development

We craft a customized strategy designed to help you protect your income and assets, grow wealth efficiently, reduce taxes, optimize retirement income, and secure a legacy for future generations. Every recommendation is backed by data, experience, and real-world application – no cookie-cutter solutions.

Step Four: Strategy Implementation

We work alongside you to execute the plan, coordinating with CPAs, attorneys, and other professionals to ensure all financial pieces work together seamlessly.

Step Five: Ongoing Partnership & Review

Financial planning is not a one-time event; it’s an ongoing process. We conduct regular strategy check-ins, providing clients with unlimited access to their advisor for questions, guidance, and support.

Meet our Team

Brett Mock

Brett Mock, JD, CFP®

Founder, Director of Wealth Management

(317) 689-0178

Brad Wethington

Brad Wethington, CHFC®, CLU®, RHU®, LUTCF®

Financial Advisor

(317) 571-2365

Cally Elkin

Cally Elkin

Client Relationship and Service Associate

Trusted Partners

Brian Martin

Brian Martin

574-360-2379

Laura Lingner

Laura Lingner

317-370-2324

Let's Get Started

Schedule an appointment with our experienced financial professionals to start building a roadmap towards financial security and prosperity for you and your loved ones.

Schedule a Call