Advising Merck* Executives on Employee Benefits, Career Planning, and Employer-Sponsored Retirement Plan Investments

Helping Clients Plan to
Retire with Peace of Mind

Planning for All of Life’s Moments –
Both Expected and Unexpected

Financial Direction in a Complex World

Asset Planning Services is a fee-only, multi-faceted wealth management firm that provides clients with practical guidance for the accumulation, preservation, and distribution of wealth.

  • Financial
  • Employee
  • Risk
  • Tax
  • Investment
  • Estate

Integrated Wealth Management Guiding Your Financial Future

Six Key Components Help Define Your Financial Journey

Individuals who embark on their own financial plans often get overwhelmed by books, software and seminars or rely on commissioned brokers or advisors with limited perspective. By taking a fully integrated approach to wealth management, APS seeks to improve financial security and peace of mind beyond mere investment performance. Just as one gear needs another gear to work efficiently, we feel effective wealth management decisions in one area generally require inputs from, and coordination with, other plan components.

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Navigate Towards Financial Freedom with the APS Team

With our family office and team-based approach to wealth management, our clients are clients of the firm, and not of an individual advisor. We offer the dedicated attention and direct accountability of a group of experienced professionals rather than the narrower viewpoint of a single advisor. The objective of this approach is to provide broader perspectives to help empower you to make prudent life decisions based on your customized plan.

Meet The Team