Wealth Management Group

a truly integrated approach to financial planning.

At APL Wealth Management Group, Inc. we create a comprehensive financial plan for you. We work closely with our clients, at any stage of life to help organize, grow, & protect their wealth.

APL Wealth Management Group is guided by one simple philosophy: CLIENT FIRST.

About Us

We do the work that few others are willing to do in order to truly address your needs, your wants, and your wishes.  We work alongside you to layout and implement an individualized plan.

And when your plan is in place, we keep a “finger on the pulse”, staying active, and working in a collaborative way, with your other trusted advisors, as your life stages change.

Adam Liquori

Founder, APL Wealth Management

Financial Advisor

Certified Divorce Financial Analyst

Veteran, U.S. Navy

Dylan Edwards

Director of Operations

CA Licensed Life, Accident, and Health
Insurance Agent

License # 4031942

Michelle Mixel

Registered Administrative Assistant

Comprehensive wealth planning that’s specific to you.

Our Services

Retirement Planning

College/Education Savings

Divorce Planning

Wealth Protection

Legacy Planning

Charitable Giving

Defending you against financial perils throughout your divorce.

Certified Divorce Planning

Divorce is perhaps the most financially risky phase of life a person can go through.  Whether it’s amicable or disagreeable, perils abound on both sides.  As a Certified Divorce Financial Analyst (CDFA), Adam Liquori has helped dozens of individuals and couples understand where they stand now and what their financial future should look like.

Whether you are just starting divorce proceedings or need financial guidance following a settlement, reach out today to create your clear path forward.

For Clients: Access your accounts and financial plan.

Client Access

Market News

Schedule a meeting today and begin the next step in your financial journey.

APL Wealth Management Group

28202 Cabot Road, Suite 300
Laguna Niguel, CA 92677 | Get Directions

Phone: 949.481.4141

Fax: 949.606.8399

Email Adam

Contact Us

Serving our clients and the community we all call home.

Community Service/ Giving Back

At APL Wealth Management Group, giving back to the community we serve is as important as serving our individual clients. Collectively we serve all of the wonderful, dedicated organizations as:

Laguna Niguel Military Support Foundation Board Member

Laguna Niguel Military Support Committee Member at Large

Member of American Legion Post 291 – Newport Beach

Former Board Member at Ocean Institute

Former Board Member Laguna Niguel Chamber of Commerce

Volunteer at Mustard Seed Ranch

Former Board Member Rotary Club of Aliso Niguel

Former Committee Chair at Surfrider Foundation

Check the background of investment professionals on FINRA’s BrokerCheck.