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
1979
1980
1985
First Merck* Clients
Rick welcomes his first Merck* Clients
1986
1987
1991
1992
APS begins our annual WorldWatch Programs
1993
1994
1995
1999
2006
2009
2012
2020