Apex Wealth Management
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Apex Wealth Management

Dan Garvin

Financial Advisor

Dan attended the University of Toledo, studying business administration and finance. Shortly after college, Dan joined the Metropolitan Life Insurance Company, marketing life, accident, and health insurance. Following that, he added investment related licenses to his skillset and became an independent advisor. Over the last few decades, he has sought to serve his clients’ financial interests and has encouraged his clients to make sure they have their estate and legacy plans in place.

Dan is currently an Investment Advisor Representative with Impact Partnership Wealth and is also licensed to provide his clients with a variety of insurance related products to help meet his clients’ needs. Dan has been married to his wife Barb for 50 years and she continues to assist Dan in the office. We are currently preparing to add another adviser to our business, nephew Tom Garvin Jr.

Market Guard®

Market Guard® is a complete series of model portfolios created to help empower clients with the highest probability of investment success, while helping to protect their investments along the way.

Market Guard® dedicates relentless effort to excellence, integrity, and innovation. We apply our proprietary investment methodology that utilizes a non-emotional, methodical, mathematical approach to every investment strategy we offer.

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Our Services

Retirement Income Strategies

Financial Planning

Investment Management

Social Security Optimization

Life Insurance

Long-Term Care

Legacy Planning

IRA/401k Rollover

Contact Us

Office

837 Highland Drive
Wauseon, OH 43567

Phone: (419) 330-4045
Mobile: (470) 225-0334


Email: dgarvin@apexwealthmgmt.com

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