Advisors Gather in Chicago for the 2025 Apella Summit
Last month, your Apella advisor traveled to Chicago for three days of learning, connection, and collaboration—can you spot them in the photo?
In keeping with Apella’s shared values of pursuing excellence and building community, advisors from across the country convene each year to strengthen relationships, share best practices, and explore the latest tools and resources for serving you, our clients.
A Year of Growth and Connection
This year’s Summit stood out for both its depth of programming and its scale. Since last year, Apella has added seven new locations and 63 team members, including 20 new advisors. The energy in Chicago reflected that growth—every room buzzed with conversation as advisors exchanged ideas, insights, and encouragement.
Celebrating What Unites Us
Beyond the sessions and workshops, Summit offered a chance to pause and celebrate what unites us: a shared commitment to the principles that have guided Apella since our founding:
- Putting you, our clients, first in everything we do
- Practicing deep, comprehensive financial planning
- Following an evidence-based approach to investing
Staying True to Our Vision
Our vision has always been to build a different kind of advisory firm—one committed to serving each client with integrity, expertise, and care. The Apella Summit reminded us that even as we grow, our team remains deeply rooted in that vision.
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