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Helping people enjoy financial peace of mind.
Established 1977
Providing programs custom-crafted to our client’s individual needs.

For CPAs

APS is a boutique financial services firm catering to closely held businesses in the areas of third party retirement plan administration services, portfolio management, and succession planning solutions.

Our primary purpose is to offer highly-specialized services that have a significant impact on our clients’ long-term quality of life. As such, we provide our clients and their advisors with the design and administration of programs that are custom-crafted to their individual needs.

APS focuses on creative plan design within the guidelines of all IRS and DOL regulations. We’re a knowledgeable team of professionals dedicated to providing personalized, comprehensive services to small and medium-sized businesses.  For the CPA we act as a technical resource ready to respond to your inquiries.  In addition we offer periodic CPE sessions on practical topics to assist in advising your clients.

Founded in 1977, the firm has grown to include more than 20 highly-qualified staff and associates. Our professional staff is organized into specialty groups, working together to provide a broad range of expertise and services.

For CPAs
Established 1977

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