Business Owners
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Business Owners

The AEPG Difference: Helping you coordinate your personal and business finances for optimal financial success.


If you own a business, we know you have a lot on your mind – and many goals you want to achieve, both personally and professionally. Our expert team has more than three decades of experience advising business owners. We understand the challenges you face and the issues that are most important to you. From growing your company to balancing your business and personal financial investments, we can help you achieve your specific financial goals.

As a fiduciary and 401(k) fiduciary, we are legally obligated to put your interests first. We offer independent, practical advice across all areas important to business owners, including risk management, pension and 401(k) consulting, retirement planning, and retirement benefits. Our employee benefits planning service can help you attract and retain quality employees. 

Our highly skilled and credentialed team includes CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals and other experts with Certified Employee Benefit Specialist (CEBS), Chartered Life Underwriter (CLU), Certified Retirement Counselor (CRC), Enrolled Actuary (EA), Fellow of the Society of Actuaries (FSA), Life Underwriter Training Council Fellow (LUTCF), Qualified 401(k) Administrator (QKA), and Registered Health Underwriter (RHU) designations.

We have specialized experience in many business-related areas, including:

Our CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals and other specialists have the training and knowledge to help you coordinate your personal and business finances and create a roadmap for your secure financial future.

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.

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