

Helping Clients Plan to
Retire with Peace of Mind

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 and Life Planning for
Merck* Executives and Their Families
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.