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 – With a staff of 8, 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) with a staff of more than 30.
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.