When you work with Aspen Wealth Management, you benefit not only from our experience and expertise, but also from our network of strategic partners. Each partner is carefully selected to enhance the relationship we build with you and provide whatever is needed to help you reach your goals.
We take the protection of your assets very seriously and at no time do we ever take custody of your funds. We have chosen to custody assets with TD Ameritrade Institutional — a leading provider of comprehensive brokerage and custody services — which delivers to advisors and their clients one of the highest levels of security available.
Allied Professional Partners
We have an extensive network of allied professionals to help offer solutions for an array of wealth management needs. Through our professional partners, we are able to offer comprehensive estate planning, insurance and accounting services. We recognize that you may already have a longstanding relationship with other professionals and are also happy to work with your existing accounting, legal, or insurance specialists.
Financial Planning Association (FPA)
We are unwavering in our commitment to a higher standard of professional conduct and a strict code of ethics. Our firm is a proud member of the FPA, and you can read about the Code of Ethics. You can also read more about the CFP® Certification here.
National Association of Personal Financial Advisors (NAPFA)
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for professional competency, client-focused financial planning, and Fee-Only compensation.