Do you find the management of your finances to be complex and time-consuming?

AEPG® Wealth Strategies offers financial planning and wealth management solutions to help you balance your financial needs in both your personal life and in your business.

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.

Highly Personalized:

We provide deep financial planning on a broad range of topics, customized to client's unique circumstances.  We take the time to listen and understand our client's goals, needs and concerns.


AEPG® is a fiduciary, working only in our client's best interests.


AEPG® is 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 financial advisors and other 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.  We strive to attain and maintain these certifications and credentials.  

Explore our website to learn about our firm and how our Wealth Management, Financial Planning, Investment Management, Estate Planning, 401(k) Consulting, Insurance, and Employee Benefits Services can work for you.

 Request an appointment   Request an Appointment

 Call one of our expert professionals     908-757-5600 | Contact one of our professionals


 AEPG®: Your Accountable Advocate®

 * AEPG® Wealth Strategies, AEPG Employee Benefits and AEPG Divorce Advisors are    
    divisions of American Economic Planning Group, Inc. (AEPG®

97% Client Satisfaction

Once again, AEPG attained 97% client satisfaction in an independent survey conducted earlier this year.

>>Learn more
AEPG Ranked #11 in NJBIZ Best Places to Work in New Jersey

AEPG Wealth Strategies has once again been named one of the Best Places to Work in New Jersey.

Learn More >>