Our Story
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
Richard Volpe Joins IDS
Rick joins Investors Diversified Services (“IDS”, now Ameriprise Financial), in Worcester, MA
1979
Rick is awarded CFP
Rick is awarded the designation of Certified Financial Planner (#1,290)
1980
Rick becomes District Sales Manager
Rick becomes District Sales Manager of the Philadelphia Divisional office of IDS Financial Services
1985
First Merck* Clients
Rick welcomes his first Merck* Clients
1986
Rick Leaves IDS
Rick leaves IDS for the independence to provide integrated wealth management services
1987
Asset Planning Services, Ltd. is incorporated
Asset Planning Services, Ltd. is incorporated as an independent investment advisor
1991
Evergreen Homestead
APS moves into its current home at the Evergreen Homestead with a staff of 5
Sean Roberts joins APS
Sean Roberts is the next advisory professional to join APS
1992
APS begins our annual WorldWatch Programs
1993
Merck* initiates VRIP
Merck* initiates its Voluntary Retirement Incentive Program (VRIP) | APS’ Merck* clientele nearly doubles in 12 months!
1994
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
Evergreen Homestead Expansion Completed
Evergreen Homestead’s additions are completed!
1998
Mike Halvorsen joins APS
Mike Halvorsen is the next advisory professional to join APS
1999
Bethany Landis joins APS
Bethany Landis is the next advisory professional to join APS
2006
Dan Esquirell joins APS
Dan Esquirell is the next advisory professional to join APS
2009
Kathy Blackney Joins APS
Kathy Blackney is the next advisory professional to join APS
2012
Michele Hewitt joins APS
Michele Hewitt is the next advisory professional to join APS
2017