News & Events
APS News
Beyond Evergreen Homestead, Asset Planning Services never sits still. Here are some things we’ve been up to.
Scott Levin Earns Master Certified Estate Planner (MCEP ®) Certification
August 17, 2021Bob Moore and Emma Brumbaugh Earn Financial Paraplanner Qualified Professional SM (FPQP ®) Designation
August 17, 2021Jordan Shaw Earns Certified Financial PlannerTM (CFP ®) Professional Certification
April 19, 2021APS Adds 2 Veteran CFP® Professionals to the Wealth Planning Staff
February 17, 2021Robert Moore Joins APS’ Client Service Team
January 5, 2021Emma Brumbaugh Joins APS
September 14, 2020Play Ball!
July 21, 2020Asset Planning Services Elects Two New Board Members
June 26, 2020Upcoming Events
Office Closure: Veterans Day
Our office will be closed on Thursday, November 11, 2021. During this time, you can reach us for emergency support by emailing urgent@assetplanningservices.com or by calling our office line at 215-256-4600 and following the emergency service prompts.
Find out more »Office Closure: Thanksgiving
Our office will be closed on Thursday, November 25 and Friday, November 26, 2021. During this time, you can reach us for emergency support by emailing urgent@assetplanningservices.com or by calling our office line at 215-256-4600 and following the emergency service prompts.
Find out more »Office Closure: Christmas and New Year
Our office will be closed on Friday, December 24, 2021 through Friday, December 31, 2021. We will be open on Monday, January 3rd. During this time, you can reach us for emergency support by emailing urgent@assetplanningservices.com or by calling our office line at 215-256-4600 and following the emergency service prompts.
Find out more »