Meet Our Advisors
Your Dreams ~ Our Team
Our Process
How We Do It
@Aspen Offices Are Headquarted In Michigan & Enthusiastically Serve Clients Across The Country
A look into our practice
The @Aspen team provides a positive, productive, entrepreneurial and collaborative environment. We are a family who cares about each other personally and professionally.
We know that most of our first time critical financial decisions were made with limited experience. The @Aspen team has clients at every stage of life. We have learned from all of these experiences so we are there for you when you are ready to make appropriate financial decisions.
Over 1 Billion Dollars Of Assets Placed Under Management
Each dollar is a testament to the trust that our clients have in us, which we do not take lightly. Our goal is to continually keep that trust by knowing our clients, their needs, goals, and risk tolerance.
Over 150 Years of Combined Experience
There is no replacement for knowledge and experience. Although we have many years of combined experience, we are continually bettering our breadth and depth of advice through continuing education and designation acquisition.
Why the Name 
?
?Unique to the American west, the Aspen tree has several key features that make its life cycle a remarkable natural model for our own financial lives.
Seeding: Creating a Strong Foundation
Aspen seeds sprout in bare land scorched by fire. From one lowly seed, the Aspen anchors itself into the soil firmly enough to withstand periodic disturbances. Its stem emerges, seeking the sun and sustaining growth. Similarly, at the beginning of our financial planning lives, we may face a challenging landscape with limited cash and significant debt. But properly seeded, our portfolios can thrive like the Aspen.
Distributing: Leaving a Legacy
The mature Aspen's striking black and white bark is actually only its outer layer. Underneath it, a green photosynthetic layer of bark enables the tree to keep growing even during the winter when other trees are dormant. This enables the Aspen to sustain both itself and a range of wildlife even in the coldest and snowiest months. In spring, the Aspen is the first tree to bloom, offering its bounty for people and animals to enjoy. As our own financial portfolios reach their full potential, they enable us to be self-sustaining like the Aspen and provide largess enough to help support family or charities of our choice, enabling us to leave a lasting legacy. Like the Aspen in spring, our financial portfolios can ultimately herald new life for the next generation.
Our Mission Statement
Our Commitment is to develop and provide Financial, Retirement, Benefit, and Estate Planning Strategies for Individuals and Businesses. Our process will involve the establishment of a clear and concise understanding of our clients specific needs, goals, and dreams. Our Strategies will provide for a detailed and comprehensive development, presentation, implementation, and monitoring of their individual plans. All of our members will adhere to our core beliefs of Professionalism, Integrity, Competency, Confidentiality.
Our Vision Statement
To offer an elevated client experience with meaningful results similar to those found at the ASPEN CABIN at Camp David nestled in the Catochin Mountains in the State of Maryland. This Naval Base has been used as a Presidential Retreat since the time of Franklin D. Roosevelt.
Resources
