Who We Are

The AEPG Difference: Independent, practical, customized advice to meet your specific situation and financial goals. As a fiduciary, we are your Accountable Advocate.

In today's challenging economic climate, many successful people have found that their financial lives have become increasingly complex. Whether you are concerned with managing your own wealth, securing your family's financial future, growing a successful business, or managing corporate liability issues, you may find that the many demands on your time limit your ability to organize and manage these financial issues.

AEPG® is a nationally recognized leader in wealth management.  AEPG® Wealth Strategies offers comprehensive solutions that can help you balance your personal, business, and financial needs. For more than 35 years, we have provided customized, independent wealth management and financial planning services to individuals, families, physicians, and business owners.

We are a fiduciary – working only for your best interests. Our elite team of professionals is dedicated to providing you and your business with practical advice and highly personalized service. If you are a business owner or corporate client, we can also help to ensure that your company is in compliance with relevant regulatory requirements while also working to reduce costs and increase benefits.

Our Team

The AEPG Difference – the breath, depth, and dedication of our team. Our professional staff holds the most respected credentials in the financial planning, investment management, pension, and insurance fields – including the internationally recognized RIA, CFP®, CLU, AIF®, and CFA charterholder designations – and regularly contributes to wealth management publications and programs.

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Our Mission and Values

Our mission is to educate, guide, and protect our clients through life events by providing consistently good advice in a constantly changing world.

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Awards and Accolades

AEPG has been widely recognized and honored for our achievements and expertise in financial planning, investment management, wealth management, insurance, risk management, and more. We are frequently named by major industry organizations as a top wealth management firm and financial advisor.

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Our Credentials

Our expert team of professionals offer an unparalleled breadth and depth of experience, training, and knowledge across a broad span of financial disciplines and skills.  Our professionals continuously seek new knowledge and as a result hold the most respected credentials in their field of practice including, the internationally recognized CERTIFIED FINANCIAL PLANNER (CFP®) professional and CFA charterholder designations.  Our professionals work collaboratively tapping into each others expertise to develop the best solutions for clients.

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