For more than 30 years, AEPG has helped individuals, families and business owners make informed and effective decisions about their financial future. Our independent, customized, fee-based financial planning advice can have a significant impact on the success of your financial life.
Our highly skilled and credentialed team of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals and other experts works together to understand your specific circumstances and financial goals so we can help you balance your personal, business, and financial needs. As a fiduciary, we can provide you with peace of mind – secure in the knowledge that we are working for your best interests.
Click here to see how AEPG Wealth Strategies can help you organize your financial life and work towards financial independence.
We have built a solid reputation for providing personalized service and comprehensive wealth management services for individuals, business owners, and corporate clients, including:
- High net worth individuals – Whether your priorities include accumulating, preserving, or transitioning your wealth, we can act as your personal financial advisor to help you achieve your specific financial goals.
- Retirees – If you are facing this life-changing transition now – or concerned about having a quality retirement lifestyle sometime in the future – we can help you quantify what it will cost, understand what you can afford, and implement the steps you need to take.
- Physicians – AEPG has specialized experience in advising medical professionals about their unique financial concerns. If you are a doctor, dentist, or other medical specialist, we can help you successfully manage the financial challenges you face both individually and professionally. View a short video on our specialized services for doctors below.
- Corporate executives – As a successful professional you have many demands on your time – and little time to manage your personal finances. By working with you to understand your specific situation and goals, we can help you preserve and grow your wealth so you can focus on what's most important to you.
- Business owners – We offer comprehensive solutions to help you achieve your personal and business financial goals, with expert practical advice on the issues most important to you – from wealth management and investment management to employee benefits planning and risk management.
- Human resources professionals – We understand the complex issues and regulations you deal with on a daily basis. By acting as an extension of your department, we can ensure that your company benefits (e.g., pension planning and insurance) are optimized and your operational burden is limited.
AEPG: Your Accountable Advocate®