Our Mission and Values

Our Mission

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

Our Values


We believe that trust must be earned and we strive to earn our clients trust every day.

Outstanding Customer Service

We have a passion for performing the best we can for our clients and we continually look for ways to improve our service.


We believe in being role models and work to achieve professional certifications and accreditations to better ourselves so that we can better serve our clients.


We take ownership of whatever we do from beginning to completion.


Clients always come first.


We pride ourselves on collaboration, education, and mentoring. We seek to add like-minded professionals to our team.

Caring Employer

We believe in providing rewarding career development for our employees. How we treat employees reflects how we treat our clients.

Outstanding Client Experience

The AEPG Difference

Our clients always come first. Our team of highly qualified and experienced professionals provides independent, practical advice, customized to meet your financial planning and investment goals and unique circumstances.

As an AEPG client, what matters most to you, matters most to us. We live this commitment by going above and beyond to deliver the personal attention you deserve. We spend the time with you to understand what is most important in your life.

Whether you are interested in personal wealth management planning; sound employee benefits and pension planning, financial, and investment advice for your business; or corporate financial services - you can count on us to deliver outstanding service.

Our clients always come first. As fiduciaries, we have a legal responsibility to put your interests first.

Unparalleled breadth and depth of experience and training. Our highly trained staff holds the most respected credentials in the financial planning, investment management, pension, and insurance fields – including the internationally recognized CFP® professional and CFA charterholder designations. Our insurance professionals are fully licensed and maintain NJ state-required continuing education credits.