Asset Planning Services Ltd

Asset Planning Services, Ltd. is a fee-only wealth management firm located in Harleysville, Pennsylvania. With a team of 12 employees, the company has served clients for over three decades, since its founding in 1987. Asset Planning Services provides comprehensive financial planning services, including investment planning, income tax planning, risk management, and estate planning. Their expertise is focused on serving employees and retirees of Merck & Co., Inc., offering tailored advice and recommendations for their unique circumstances. The firm's specialists hold a range of advanced credentials, including Certified Financial Planner, Chartered Financial Analyst, and Certified Public Accountant designations, among others. What sets Asset Planning Services apart is their commitment to objective advice and a "family-office" style approach. Clients benefit from a team of professionals dedicated to their financial well-being, rather than a single point of contact. To learn more about Asset Planning Services and their wealth management solutions, visit their website at assetplanningservices.com.