Find the Certified Financial Planner™
Who's right for you.

Michael V. Addessi, CFP®, EA

Appius Wealth Management

9020 Rancho Del Rio Dr
Ste 111
Trinity, FL 34655
Phone: (727) 845-7572
Fax: (727) 845-5983

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Business Taxes
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Tangible Assets
  • Long-term Care
  • Sudden Wealth
  • Men's Finances
  • Nontraditional Households
  • Special Needs
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

Considerations: Securities&AdvisoryServices thru CommonwealthFinancialNetwork,memberFINRA/SIPC.For residents of CA,CO,CT,FL,GA,IL,IN,MA,MD,MI,MO,NC,NJ,NM,NY,OH,OR,PA,SC,VA,WA. FixedInsurance products,srvces&taxprep offeredbyAppius are separate&unrelated to Commonwealth

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.