Apex StrategicApex Strategic

About Us

We've been managing money for Timișoara clients since 2011, and honestly? We're still doing exactly what got us here. No fancy jargon. No investments we don't fully understand ourselves. Just people who know how to look at your actual situation and build a plan that works. You've got 47 active clients who've stuck with us for 8+ years. That's not luck — that's because we care about results more than commissions. Whether you're saving for retirement, protecting your family, or growing business assets, we dig into the details and handle it right.

Over time, we’ve built a reputation for reliability, quality, and clear communication. We treat each project as a partnership and aim for outcomes that last.

Why Choose Us

Experienced Team

Our professionals have decades of combined experience. We've seen it all and know how to handle any challenge.

Quality Guaranteed

We stand behind our work with comprehensive guarantees. If you're not satisfied, we'll make it right.

Fair Pricing

Transparent, competitive pricing with no hidden fees. You'll always know exactly what you're paying for.

Proven Results

Thousands of satisfied customers and a track record of successful projects speak for themselves.

Our Story

Started in 2011 when our founder realized most advisors were either boring or sketchy — sometimes both. He wanted to build something different. A firm where expertise met genuine care for client outcomes. From that single office on Strada Lipscani, we've grown quietly. Steady. We've weathered the 2015 market wobble, the pandemic mess, and everything in between. Our 13-year track record isn't flashy, but it's real. Same address. Same principles. Different clients, same commitment.

2015

Company founded with a team of 3 passionate professionals

2018

Expanded services and reached 500+ satisfied customers

2021

Opened new headquarters and doubled our team size

2024

Celebrated serving over 2,000 clients with 98% satisfaction rate

Our Story

Our Core Values

The principles that guide everything we do

Straight Talk

We tell you what we actually think. No sugar-coating bad situations, no overselling solutions. You'll hear the risks alongside the opportunities.

Your Interests First

Our fee structure removes conflicts. We're paid to give you good advice, not to move money around or chase commissions. That changes everything.

Deep Understanding

We don't do surface-level planning. We sit with your full picture — taxes, business income, family goals, everything. Then we build something that actually fits.

Long-Term Thinking

Quick wins don't interest us. We're building for 20-30 years out. Boring? Maybe. But your kids will inherit something solid.

Meet Our Team

The people behind Apex Strategic

Mihail Popescu

Mihail Popescu

Founder & Lead Advisor

Started Apex after 8 years at bigger firms realizing they weren't built for actual client care. CFP-certified. Handles complex wealth planning and runs the strategy side.

Elena Vasile

Elena Vasile

Senior Financial Planner

13 years in tax and retirement planning. She's the person who finds the things other advisors miss. Works closely with clients on detailed implementation.

Andrei Ștefan

Andrei Ștefan

Investment Manager

Builds and manages portfolios for 34 clients. Focuses on diversification that actually matches your timeline and sleep-at-night tolerance.

We’re a team that values ownership, clarity, and growth. We celebrate wins, learn fast, and keep client outcomes at the center.

Our Approach

Our approach combines proven methods with modern tools. We start with discovery, align on goals, plan clearly, and execute with quality checks at every step.

Financial advisory
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