AEPG® Wealth Strategies Information

The AEPG® Wealth Strategies Difference: Independent, practical, customized advice to meet your unique circumstances and goals. As a fiduciary, we are your Accountable Advocate. We are problem solvers for our clients, working with them with clients to find the solutions that best fit their needs. For more than 30 years, we have provided customized, independent wealth management and financial planning services to individuals, families, and business owners. We do not except commissions for the financial products placed in your portfolio. We are only compensated based on the engagement fee agreed upon with you. In today's fast paced world, 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 or growing a successful business, 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. 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. Explore our website to learn about our firm and how our financial planning, investment management, estate planning, 401(k) consulting, insurance, and employee benefits services can benefit you.