Aspen Financial Management, Inc.

Overview

Aspen Financial Management, Inc. is an independent registered investment adviser organized as a corporation that focuses on individual and family clients, including small business owners. Its core services are financial planning and discretionary portfolio management for individuals and small businesses. Compensation comes through a percentage-of-assets-under-management fee schedule and hourly billing for planning or consulting work. The firm’s regulatory profile indicates it does not emphasize ESG investing or pension consulting and is not characterized as a multi-manager capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices