About Aspen Investment Management

Preserving and Growing Wealth Since 1993

At Aspen, we believe financial guidance should be clear, personal, and built on trust. For over three decades, we’ve helped individuals, families, and businesses navigate changing markets with confidence and discipline. Our team takes the time to understand your goals, then builds strategies designed to preserve your wealth and grow it over time.

Trusted by Clients Since 1993

Relationships you can build on.

We measure success by the confidence our clients feel in their financial future. Our independence means every recommendation is made with your best interest at heart.

30+

Years

For more than 30 years, Aspen has helped clients pursue financial security by creating strategies designed to adapt and thrive through changing markets and economic cycles.

100%

Independent

We do not sell proprietary products or earn commissions, which means our guidance is free from conflicts of interest and designed to put your needs first, every time.

Generations

Many of our client relationships span multiple generations, allowing us to help families build financial security today while creating lasting legacies for tomorrow.

Planning With Purpose

We believe financial planning is about more than numbers—it’s about aligning your wealth with your life. Our team builds personalized strategies that evolve with your goals and circumstances.

Personalized Portfolios

Tailored to your needs, risk tolerance, and timeline.

Transparent Advice

No commissions. No hidden agendas. Just clarity and trust.

News and Insight from our team.

New Retirement Account and HSA Contribution Limits for 2025: What You Need to Know

February 7, 2025

News

New Retirement Account and HSA Contribution Limits for 2025: What You Need to Know

For 2025, employees can contribute up to $23,500 to 401(k)s (with higher catch-up provisions for those over 50 and new extended catch-ups for ages 60–63). IRA limits remain at $7,000 ($8,000 with catch-up), though income phaseouts have shifted. HSA limits rose to $4,300 for individuals and $8,550 for families, while SIMPLE and SEP IRA limits also increased. These adjustments provide an opportunity to boost retirement and healthcare savings while maximizing tax benefits.

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What happens when the Fed cuts interest rates?

October 9, 2024

News

What happens when the Fed cuts interest rates?

Fed rate cuts in 2024 have lowered borrowing costs for consumers and businesses, encouraged spending, and boosted stock market performance, particularly in housing and discretionary sectors. While borrowers benefit, savers face reduced returns on cash-based investments. The Fed’s challenge is to support growth without reigniting inflation, making future policy shifts a critical focus for investors.

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Does the Stock Market Historically Care About Which Party is in Office? The Answer Might Surprise You

May 6, 2024

News

Does the Stock Market Historically Care About Which Party is in Office? The Answer Might Surprise You

Market performance around elections has varied across political scenarios, yet long-term results have shown limited link to the party in power. Short-term swings are common before voting day, but fundamentals typically reassert themselves over time. Staying diversified, disciplined, and focused on long-term goals can help investors navigate election-year noise.

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Preserving and Growing Wealth Since 1993

Focused on Your Future.