OUR SERVICES

You are unique and you deserve a unique fee-only

Everyone of our clients haas a unique situation that requires a unique financial solution. We do not believe in collecting commissions on the investments that our clients make . As a fee-only provider, we have a fiduciary duty to our clients, meaning our only coal is to to serve their best interestets.

Financial Planning

Our financial planning process aggregates the moving pieces of your finances and aligns them with your personal values and goals.

Find out more >

Retirement Planning

We take a comprehensive approach to retirement planning that will help to prioritize your goals and develop an all-inclusive strategy to achieve those goals.

Find out more >

Financial Planning for women

Women who are single, widowed or divorced face the challenge of identifying the needs that must be addressed today, while setting and working towards goals for tomorrow.

Find out more >

Investment Management

The core of our investment philosophy is a disciplined approach, regardless of market conditions.

Find out more >
OUR TEAM

A financial team

Every member of our team focuses on making our clients and their families feel comfortable when discussing financial decisions that can potentially be stressful, and could have a great impact on their lives.

our team
OUR PROCESS

Expertise & Guidance

process_svg
Open and Honest Discussions

We take the time to understand your personal and financial circumstances as well as identify any goals you may have.

process_svg
Creating a financial picture

Once we have your plan we discuss it in detail giving you the chance to ask questions and for us to make adjustments. We help you see the clear path for you to achieve your financial goals.

process_svg
Having a Plan in Place

We present the plan to you and go over each of our recommendations. Your feedback is encouraged, and we can make any changes to the plan, if needed.

process_svg
Making your Goals a Reality

After making sure each piece of the plan is in place, we continue to monitor your progress. We rely on you to keep us up to date on any significant life changes that may impact your financial plan.

EXPERTISE & GUIDANCE

Discover how we’ll clearly define your vision

play icon

Our fee-only, non commission approach means we have your best interests in mind.

Certified Financial Planners

Aspen Wealth Management employs only CERTIFIED FINANCIAL PLANNER ™ certificants, which means we have the experience and knowledge to effectively plan your financial future.

fpa fpa
About Us

All people deserve quality

Aspen Wealth Management is proud to work with all kinds of clients, believing that all people deserve quality financial planning without the fear of being sold a product. We strive to help clients understand their circumstances and make wise financial decisions regarding their resources. For those not located in the DFW
area, we work through online meetings and are able to collaborate effectively.

Aspen has two distinct service models in order to deliver an experience to clients specific to their circumstances and life stage.

Aspen Wealth Management is a fee-only firm, which means we do not work on commissions. This allows us to remain completely free from conflicts of interest. We have a fiduciary duty to put client needs first. Our fee-only structure ensures our objectivity. Our clients who go through our financial planning process feel
confident, prepared and empowered about their financial futures.

man with women img
man with women img
OUR TEAM

A financial team

Every member of our team focuses on making our clients and their families feel comfortable when discussing
financial decisions that can potentially be stressful, and could have a great impact on their lives.

Every member of our team focuses on making our clients and their families feel comfortable when discussing
financial decisions that can potentially be stressful, and could have a great impact on their lives.

Our Goals

Providing you with peace of mind

Our primary goal is to give our clients peace of mind. We do this first by understanding what is important to each individual client, their individual vision for the future, and their current situation. We then build a financial plan and roadmap which puts them on the path to achieving their goals. By regularly monitoring each client’s progress, we are able help with any future changes that come their way. Our clients have the confidence in knowing that they have a professional team working in their best interests.

OUR SERVICES

Start your course towards financial freedom and stability

WHO DO WE SERVE?

Meeting you where you are in

Our clients tend to find us when they are in a stage of transition, or a life changing event has recently occurred such as, retirement, death of a loved one, planning for college expenses, divorce, or when considering a job change. Often, they have questions affecting all areas of their financial lives, such as, estate planning, tax planning, investment choices, and risk management issues. Many families become overwhelmed with how complicated their financial lives have become and want a professional who can help them integrate all of the financial pieces into a representation that will help them reach financial security.

dummyimage
Making Philanthropy a Part of Your Estate Plan

How will you choose to allocate your accumulated wealth during...

Caring for Aging Parents

Many of us are facing the challenges of caring for...

Umbrella Insurance; Is it really necessary?

I’ve been asked before if umbrella insurance is really necessary...

FREE CONSULTATION

Need a second opinion on your portfolio?
Get your free financial consultation today:

    Schedule A Free Consultation
    Please provide your information and submit this form. Our team will be in touch with you shortly.