Individuals & Families

AEPG has the answers and advice that can bring you peace of mind.

We have created effective wealth management strategies for our clients. Our team of CERTIFIED FINANCIAL PLANNER (CFP®) professionals and other experts can help you develop a comprehensive wealth management plan to achieve your specific financial goals.

In addition to our expert professionals, we leverage the latest technologies in wealth management.  Through our online system, clients have access to their individual client portal providing account aggregation, goal management and a secure electronic vault for important documents.  This tool also allows us to work more closely with our clients in face to face meetings and also at the client’s preference, hold meetings virtually with online conferencing tools.

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We are fiduciaries who work only for 
your best interests.

As your personal financial advisor, we take the time to fully understand your specific circumstances, priorities, and financial goals. We assemble a team of credentialed experts in wealth management, investment management, education planning, estate planning, retirement planning, and any other areas of importance to you.

We can also work with your other trusted advisors and consultants—such as CPAs, attorneys, mortgage professionals, and others—to create a wealth management strategy that integrates every area of your financial life.

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Investment Management - The AEPG Difference: A customized, strategic approach to help you minimize risk, wisely manage your family's wealth, and achieve your financial goals.

When it comes to your investment management strategy, AEPG’s experienced wealth management professionals have two goals in mind: to serve your best interests and help you achieve your financial goals.

How do we do it? By taking the time to understand you and your specific financial situation; assembling a team with expertise in every area that touches your investment management goals; and drawing on our extensive body of research to apply the right strategies and methods for you.

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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.

Business
Owners

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

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