Our History
Consistently good advice in a constantly changing world®
Print Page | < A A A >

Our History

The AEPG Difference: A history of steady growth, wealth management expertise, and personalized service.

Our 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.

 

AEPG Best Financial Advisor and Wealth Manager

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.