Our Story

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After ten years in the traditional financial services industry, I decided to venture into less- charted waters. Since 1986, it has been my personal objective to build a firm that would provide direction to clients for the accumulation, maintenance and ultimate distribution of their wealth. A firm that would help clients evaluate a proper balance between current consumption and adequate accumulation, and then help them seek financial peace of mind during retirement. A firm that would encourage them to consider what their wealth could ultimately do for others, and not just for themselves. Asset Planning Services today is the achievement of that objective from 1986.

Richard J. Volpe, President & Founder

The Evolution of Asset Planning Services, LTD

Cool Timeline

1976
November 15

Richard Volpe Joins IDS

Richard Volpe Joins IDS
Rick joins Investors Diversified Services (“IDS”, now Ameriprise Financial), in Worcester, MA
1979
November 15

Rick is awarded CFP

Rick is awarded CFP
Rick is awarded the designation of Certified Financial Planner (#1,290)
1980
November 15

Rick becomes District Sales Manager

Rick becomes District Sales Manager
Rick becomes District Sales Manager of the Philadelphia Divisional office of IDS Financial Services
1985
November 15

First Merck* Clients

First Merck* Clients
Rick welcomes his first Merck* Clients
1986
November 15

Rick Leaves IDS

Rick Leaves IDS
Rick leaves IDS for the independence to provide integrated wealth management services
1987
November 15

Asset Planning Services, Ltd. is incorporated

Asset Planning Services, Ltd. is incorporated
Asset Planning Services, Ltd. is incorporated as an independent investment advisor
1991
November 15

Evergreen Homestead

Evergreen Homestead
APS moves into its current home at the Evergreen Homestead with a staff of 5
November 21

Sean Roberts joins APS

Sean Roberts joins APS
Sean Roberts is the next advisory professional to join APS
1992
November 21

APS begins our annual WorldWatch Programs

1993
November 21

Merck* initiates VRIP

Merck* initiates VRIP
Merck* initiates its Voluntary Retirement Incentive Program (VRIP) | APS’ Merck* clientele nearly doubles in 12 months!
1994
November 15

Financial Planning Magazine

Financial Planning Magazine
Richard Volpe is recognized in a cover story by Financial Planning Magazine as one of “four success stories”
April 15

Evergreen Homestead Expansion

Evergreen Homestead Expansion
Evergreen Homestead undergoes an extensive expansion project to provide more space for APS’ growing staff. Additions are added to the front and rear of the building.
1995
February 13

Evergreen Homestead Expansion Completed

Evergreen Homestead Expansion Completed
Evergreen Homestead’s additions are completed!
1998
November 15

Mike Halvorsen joins APS

Mike Halvorsen joins APS
Mike Halvorsen is the next advisory professional to join APS
1999
November 15

Bethany Landis joins APS

Bethany Landis joins APS
Bethany Landis is the next advisory professional to join APS
2006
November 15

Dan Esquirell joins APS

Dan Esquirell joins APS
Dan Esquirell is the next advisory professional to join APS
2009
December 11

Kathy Blackney Joins APS

Kathy Blackney Joins APS
Kathy Blackney is the next advisory professional to join APS
2012
November 15

Michele Hewitt joins APS

Michele Hewitt joins APS
Michele Hewitt is the next advisory professional to join APS
2017
November 15

Today, Approximately 300 clients in 25 states, 18 advisory professionals and support staff.