Warren, NJ (PRWEB) May 14, 2014
AEPG Wealth Strategies today announced that it has reached a definitive agreement to acquire Freedom Divorce Advisors a niche financial planning practice which concentrates on the financial aspects of divorce. Freedom provides divorcing individuals and their attorneys with much needed financial and tax analysis to assist them in determining a fair and equitable settlement. Post-divorce Freedom works with one or both of the individuals to revise their financial plan consistent with this life event as well as budgeting and financial advisory to accomplish each individual’s goals.
“Noah Rosenfarb has done a tremendous job of establishing Freedom as the recognized leader for family law attorneys and their clients who seek financial guidance in the event of divorce.” said Chris Schiffer, COO of AEPG. Schiffer added, “This merger broadens AEPG’s capabilities and expands the service and support capabilities for Freedom. Rosemarie Moeller, a seasoned Certified Divorce Financial Practitioner with significant expertise working with women who are experiencing divorce or have become widowed, will lead the combined AEPG Divorce Advisors and Freedom Divorce Advisors practice.”
Noah Rosenfarb commented, “We have been helping affluent divorcing women as their personal CFO since 2007. Our business has consistently expanded, adding practitioners John Cito, CDFA in 2012 and Rosemarie Moeller, CFP, CFDA in 2013. By combining Freedom with AEPG, we are poised for continued growth. AEPG’s proven track record of serving high net worth families and the leadership, expertise and resources they have amassed give me confidence they are the right organization to carry on our mission.”
About AEPG Wealth Strategies: http://www.aepg.com
AEPG Wealth Strategies is an independent registered investment advisor with over $780 million in assets under management and a solid reputation for providing personalized service and comprehensive wealth management for individuals, physicians, business owners and corporate clients.
Their staff of 31 professionals hold the highest designations in their field including CFPs, CFAs, CPAs, JDs and other specialized credentials and has expertise in financial planning, investment management, retirement plan solutions, employee benefits and insurance.
25 Independence Blvd.