Medical Professionals
Consistently good advice in a constantly changing world®
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Medical Professionals

The AEPG Difference: We understand what makes you unique, and help better prepare you


We connect with you:

We understand how valuable your time is, that life often happens in between shifts. That means we need to be accessible when you are, ready to solve problems as they arise. Our team of professionals serves our clients on their terms, whether in-person, by phone, email, Webex, or even text.


We are honest with you:

To us, caring about a client means making sure we understand one another. It means transparency on fees and conflicts of interest, and  spending extra time to be sure you are comfortable. We also understand when to offer a counter-point or a warning to our clients to protect them. As a true fiduciary for you, we hold your interests as our highest priority, even when our honest answer may not be the popular or easy one. That’s what makes us the trust advisor for our clients.

We focus on you: 

We pride ourselves on creative problem-solving, and our diverse team of experts bring new ideas to our clients. We build out living financial plans that react as your life changes. Whether it is protecting and growing assets, guiding you through life events, or simplifying marketing uncertainty, our proactive strategies help you stay nimble and prepared. 

Schedule an appointment with one of our expert financial planning or wealth management professionalsRequest an Appointment          

   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®) headquartered in Warren, New Jersey.