Apple and Associates was founded in March of 2000 by Daniel B. Apple CFP®, who has been proudly serving the Northern California area since 1984. Apple and Associates is headquartered in Grass Valley, CA. The firm was established with the purpose of helping people to reach their financial goals. Fervently operating in a fiduciary capacity for their clients, they focus on giving unbiased financial advice that is always in the best interest of their clients. Unlike many firms, they don't rely on commission-based products for their primary compensation. The firm is primarily compensated through fee-based financial planning and investment management. 

Investment Management

Apple & Associates

Apple & Associates' headquarters in Grass Valley, CA, United States

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