# Edmond Griffin

> Edmond Griffin is a fee-only financial advisor at Apex Investment Group in Hudson, Massachusetts, who holds the CFA credential. Edmond focuses on small business owners, retirement planning and retirement with concentrated positions. Apex Investment Group reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/edmond-griffin/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Apex Investment Group
- **Based in:** Hudson, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $211.1M across 1,201 accounts
- **Credentials:** CFA
- **Specialties:** Small business owners, Retirement planning, Retirement with concentrated positions, Tax planning, Estate & legacy planning, Founders (pre-exit)
- **Works with:** Retirees, Founders
- **CRD:** 8287233 (https://adviserinfo.sec.gov/individual/summary/8287233)
- **SEC registration:** Investment adviser representative in MA
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://apexinvest.org/

## Frequently asked questions

### Is Edmond Griffin a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Edmond holds no broker registration, and Apex Investment Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Edmond charge for financial advice?

Edmond's firm, Apex Investment Group, reports charging a percentage of assets on its SEC Form ADV.

### Where is Edmond Griffin based?

Edmond Griffin is based in Hudson, Massachusetts.

### What does Edmond specialize in?

Edmond's specialties include small business owners, retirement planning, retirement with concentrated positions, tax planning, estate & legacy planning and founders (pre-exit). Edmond works with retirees and founders.

### What credentials does Edmond Griffin hold?

Edmond Griffin holds the CFA credential.

### Is Edmond Griffin registered with the SEC?

Yes. Edmond Griffin is registered as an investment adviser representative in MA (CRD 8287233), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Apex Investment Group manage?

Apex Investment Group reports $211.1M across 1,201 accounts in assets under management.

### How do I contact Edmond Griffin?

Through Edmond's website, apexinvest.org.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8287233): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://apexinvest.org/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.