Asset Planning Services, Ltd. Email Format

Financial ServicesPennsylvania, United States11-50 Employees

Asset Planning Services, Ltd. is a fee-only wealth management firm based in Harleysville, Pennsylvania, providing financial planning, investment planning, income tax planning, risk management, and estate planning for clients. Founded in 1987, the firm serves customers across the United States and concentrates its practice on Merck & Co., Inc. executives and retirees and their families, reflecting a selective client niche identified by APS.

The firm employs a family-office-style, team-based approach in which no single advisor is solely responsible for a client. Its professional staff hold a range of credentials, including CFP, CFA, CPA, CEBS, CLU, and ChFC. In December 2021, APS was acquired by Wescott Financial Advisory Group, signaling integration into a broader wealth-management platform.

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