To Help Optimize Your Financial Picture
A Private Wealth Management Business with an Expertise in Retirement Planning
A Diligent Financial Planning Process Which Seeks Optimal SolutionsWe bring the unique combination of working with you, your organization and your employees to help deliver Comprehensive Wealth Management and Retirement Plan Solutions.
APS was founded in 1977 exclusively as a Third-Party Administrator (TPA). Today, APS Pension & Financial Services is an SEC Registered Investment Advisor with expertise in ERISA plan Management. We adhere to the SEC, FINRA, and the global fiduciary standards of the American Society of Pension Professionals & Actuaries (ASPPA). Our dedicated team has over 47 Years of wealth management and retirement plan compliance expertise.
Our staff all have long tenure with the firm and extensive knowledge in the wealth management and retirement plan space. After 40+ years of working with businesses and individuals, we have likely seen most, if not all, issues as well as strategies to help improve outcomes.
Our Differentiator
is our talented team of in-house retirement plan and wealth management specialists.
Meet Our Team
Earning Confidence
Inspiring Trust
As a holistic financial advisory firm, APS is knowledgeable across a wide range of services all within a single practice. The combined experience of our advisors spans more than four decades and includes continuous education and professional development in numerous areas. We’re confident in our ability to guide you through whatever life brings.
Custom Strategies for The Precise Needs of Your Organization
For every organization we work with, we uncover the unique needs of the business and its workforce. We design strategies that help meet those unique needs and take the time to encourage management and employee action. Our objective is to ensure your compliance and the successful governance of your plan.
Your One-Stop for Retirement Services
Third Party Administration
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Working Together
Your family is important to you. Your family is important to us as well. That’s why we take the time to understand your unique situation—your goals, your needs, the hopes that you have for your children. Together we’ll implement a plan tailored for your unique situation.
Our Strategic Partnerships
