AEPG helps individuals, families, and business owners make informed and effective decisions about their financial future. Our independent, objective, and highly personalized financial planning advice can have a significant impact on the success of your financial life.

Our highly skilled and credentialed team of 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.

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 diverse groups of clients.

Medical Professionals

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.

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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.

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Manufacturers

AEPG® is your one-stop solution for all of your 401(k) and pension plan, health insurance, and other employee benefits needs. We understand the unique circumstances that manufacturer’s face, and have a specialty working with manufacturers. AEPG® Wealth Strategies helps businesses design and implement comprehensive employee benefits packages that optimize the need to attract and retain top employees, while being mindful of the bottom line.

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Divorce & Transition Planning

AEPG® Divorce Advisors offers specialized consulting and financial serivces for divorcing individuals.

Our proprietary process provides a road map for ensuring the proper evaluation and implementation of critical details to ensure your financial freedom.  Together with your attorney, we identify your goals and make certain your settlement will support your objectives.

We help guide you every step of the way.

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