Investment Management and Financial Planning
Since 2000, Aspen Financial Management, Inc. (Aspen) has provided asset management and financial planning services to families and select small businesses. Clients choose Aspen for our integrity, consistency and proven record of success in financial services. With no restricted affiliations with any bank, broker-dealer or investment bank, Aspen is positioned to put our clients' goals first.
It is our goal to provide an unparalleled level of quality advice to every one of our clients. In addition to our modern approach to portfolio construction, we offer a level of personalized service and open communication not found at larger organizations that ensure our clients feel comfortable and secure.
Attention to detail, transparency and uncompromising quality of service are paramount in how we manage the wealth of our clients. We listen and help define objectives for the short- and long-term, never employing a cookie-cutter approach, but customizing every portfolio to the specific needs of each client.
In an era of unprecedented consolidation within financial services, many of the great names in investment management and financial planning have either vanished or sacrificed their independence to become mega institutions. With asset growth and product placement as the main drivers of success among the financial service supermarkets, private-client professionals and their clients alike have been victimized by the consolidators’ business goals of greater scale and enhanced market share.
Aspen is home to a dynamic, open business environment where sound ethics, mutual respect and deep integrity are the status quo. Free from the conflicts of interest and office politics of larger corporations, we are better able to guide our clients to their financial goals. We enjoy working with each other and we enjoy working with our clients. The quality, integrity and independence of our advice, coupled with our unwavering commitment to client service, sets us apart in a crowded field.
With more than 25 years in the financial services industry, Alan began his career with affiliates of New York Life and American Express. He then went on to accomplish his goal of founding and leading a private advisory firm, and thus in 2000 started Aspen.
Alan can be reached at 509-414-6060 or Alan@AspenFM.com
With a distinguished engineering background before his career in financial services, Gerald held positions with Westinghouse, GeoSpace, and Texas A&M University as an educator. Gerald also was a founding partner in Industrial Educational Services Inc., and SunSmith Corporation before moving to the financial services industry with Edward Jones. In 2000 Gerald joined Aspen.
Jerry can be reached at 575-741-0303 or Jerry@AspenFM.com
Dilish's background began as a chemical engineer with 12 years in the plastics industry holding senior management positions with both large and small corporations. Dilish them changed fields to the financial services industry with positions at American Express Financial Advisors and Fidelity. In 1999 Dilish formed his own RIA and then in 2005 joined Aspen.
Dilish can be reached at 817-483-1121 or Dilish@AspenFM.com
Personal taxable accounts
Retirement accounts (IRA, Roth IRA)
Small Business accounts
Small Business Retirement (SEP, Simple IRA, 401k)
Retirement Planning & Management
Aspen Financial Management, Inc., is a registered investment advisor in the states of New Mexico, Florida, Texas, and Washington. The advisor may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration of exemption.
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