We provide deep financial planning on a broad range of topics, customized to each client's unique circumstances. We take the time to listen and understand our client's goals, needs and concerns.
AEPG is a Registered Investment Adviser. We work as our clients' trusted fiduciary, seeking the best solutions for them.
We are not affiliated with a bank, broker dealer or hedge fund. This puts us in a position to identify the best solutions for each client without pushing proprietary products.
Credentials matter. Our professionals hold the most respected credentials in their fields of practice including the internationally recognized Certified Financial PlannerTM (CFP®) and Chartered Financial Analyst (CFA®) designations.
For more than 30 years, we have provided highly personalized, objective, independent, expert investment management, financial planning and wealth management services to individuals and families, physicians, business owners, and corporate clients.
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AEPG: Your Accountable Advocate™
* AEPG® Wealth Strategies, AEPG Employee Benefits and AEPG Divorce Advisors are divisions of American Economic Planning Group, Inc. (AEPG®) headquartered in Warren, New Jersey.
AEPG Wealth Strategies has once again been named one of the Best Places to Work in New Jersey.AEPG Awards & Accolades>>
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