We provide what the best brokerage firms can't !
We would like to share a word of wisdom with you. Before you invest with a firm, you should know what the firm's personal goals are, not just what they may have in mind for your investments.
Aspen is an organization of ethical fee based advisors, financial planners and tax specialists serving a world wide client base. We do understand that if a firm is to prosper, the interest of its clients must come first. Founding members of Aspen, who were introduced to the financial industry as brokers with major national firms, realized that this key element was missing. They knew that brokers are not expected nor encouraged by their firms to be knowledgeable in investing... stockbrokers basically are salesmen, but certainly neither the broker nor the brokerage firm wants you to know this.
We wanted to stand out; we wanted to work for the client instead of the financial industry. But what was the best avenue to give you and Aspen that advantage over the rest of the industry? The answer was found in the way the client pays for investment services. Instead of paying a commission for the service of buying and selling, the client could pay a similar amount and enjoy personalized professional management of their portfolio. This would be based on their personal financial plan, tailored to their risk tolerance.
This is how Aspen Financial Management was born and this is your advantage...our advisory management service is completely independent. We answer to no one except you - not advertisers, finance managers, or any other outside interests... financial or otherwise. This is why we can bring to your portfolio the very best investment ideas we find, both in and out of the stock market. To prevent a further conflict of interest, Aspen collects no commissions on trades. Since we are paid based on the value of your account, it is in our best interest to see that you are invested wisely, and that you follow the most important law of lasting wealth: Don't Lose Money when you can avoid it. Because we provide an ongoing financial plan, we can advise you on how to conduct the rest of your financial life. This is a great advantage to you.
Hopefully you now know a little more about us... and you can better understand why you have the advantage using Aspen, a Registered Investment Advisory firm. Rather than you relying on the "advice" of a broker... who may not have your best interests at heart, you can rely on Aspen; we excel at making investment decisions tailored to your goal.
If you need additional information, please Contact Us