Contact Us

Existing Clients

To expedite your request, please call our office at 215.256.4600 or send an email.

New Clients

APS’ new client relationships typically begin with our Financial MRI™ (Money Reserve Indicator). To request information about becoming a client of APS, please begin by reviewing the following available Financial MRI offerings and then complete the form below. APS will review your submission and follow-up using the contact email that you provide. Thank you for your interest in APS’ wealth management services.

The Financial MRI™ (Money Reserve Indicator)

PINNACLE MRI™ – Available to Merck Vice President level employees or above, or personal net worth greater than $3,000,000.
EXECUTIVE MRI™ available to Merck Senior Director level employees or below.
Please note that APS has a limited number of openings for new clients.

New Client Form