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| Additional information |
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| American Economic Planning Group Inc. |
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Overview:
The AEPG Difference: Independent, practical, customized advice to meet your specific situation and financial goals. As a fiduciary, we are your Accountable Advocate®.
In today's challenging economic climate, many successful people have found that their financial lives have become increasingly complex. Whether you are concerned with managing your own wealth, securing your family's financial future, growing a successful business, or managing corporate liability issues, you may find that the many demands on your time limit your ability to organize and manage these financial issues.
AEPG® Wealth Strategies offers comprehensive solutions that can help you balance your personal, business, and financial needs. For more than 30 years, we have provided customized, independent wealth management and financial planning services to individuals, families, physicians, and business owners.
We are a fiduciary – working only for your best interests. Our elite team of professionals is dedicated to providing you and your business with practical advice and highly personalized service. If you are a business owner or corporate client, we can also help to ensure that your company is in compliance with relevant regulatory requirements while also working to reduce costs and increase benefits.
AEPG® is a nationally recognized leader in wealth management. Our professional staff holds the most respected credentials in the financial planning, investment management, pension and insurance fields – including the internationally recognized RIA, CFP®, CLU, AIF®, and CFA charterholder designations – and regularly contributes to wealth management publications and programs. |
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History:
1980:
Steven W. Kaye opens our first office in Edison, NJ (originally named American Planning Group) to serve the complex financial needs of individuals and businesses by providing a single, comprehensive source for financial planning and investment management.
1983:
The firm is incorporated as American Economic Planning Group, Inc.
1985:
AEPG moves to Springfield, NJ.
1990:
AEPG moves to Watchung, NJ and continues to grow.
2011:
AEPG moves to a newly renovated 10,000-square-foot Class A building in Warren, NJ (conveniently located near Route 78).
2014:
AEPG acquires Freedom Divorce Advisors. AEPG Wealth Strategies named one of the Best Places to Work in New Jersey. This survey and award program identifies, recognizes and honors the top places of employment in New Jersey that benefit the state's economy, its workforce and businesses.
AEPG ranked #14 in NJBIZ Best Places to Work in New Jersey after appying for the first time.
2015:
AEPG ranked #11 in NJBIZ Best Places to Work in New Jersey.
Today:
As a nationally recognized leader in financial services, we are still growing and serving our clients with the highest level of wealth management expertise, independent advice, and personalized service. Our most recent awards and accolades. |
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| Toll Free:
+1 800 660 4015 |
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