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 with the ultimate goal of financial independence.

  • Financial
    Planning

  • Employee
    Benefits

  • Risk
    Management

  • Tax
    Planning

  • Investment
    Planning

  • Estate
    Planning

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.

Navigate Towards Financial Freedom with the APS Team

With our family office/team-based approach to wealth management, you receive the dedicated attention and direct accountability of an entire office of specialists rather than the narrow viewpoint of a single advisor. This approach empowers you to make prudent life decisions based on your customized plan. For a wealth management team that can cover the various facets of your financial life, turn to Asset Planning Services.

Meet The Team