Thank you for taking the time to visit our website, and welcome to the Aspire Wealth Advisory blog! We are a fee-only independent Registered Investment Advisor focused on comprehensive, holistic financial planning and investment management.
We wanted to use this first post to briefly explain what you can expect from us going forward.
Our goal is to make a blog post every 1-2 weeks. These posts will contain a variety of financial topics such as financial planning basics, investment ideas, and general economic and market matters.
Sprinkled in with various market and economic updates, the first bunch of posts here will consist of high-level financial planning principals. After laying the groundwork for a solid understanding of building a complete plan, we will get into more specific investment topics.
There are a few additional sections on our site that are currently available as well:
- Who We Are – Learn a bit more about our firm, as well as our personal and professional lives (we think this is a pretty interesting read, but you can decide that for yourself).
- Who We Help – Understand the types of individuals we help, the processes we use, and the areas of financial planning we dive into.
- Frequently Asked Questions – Receive answers to a list of questions we are commonly asked. If you have a question that isn’t listed, please use the “Contact Us” form to submit a message or simply give us a call.
In time, we expect to add a few other features/sections, but we are still in the development phase for some of our ideas at the moment and not ready to share them quite yet.
We hope as this website progresses, you are able to use it as a resource to help educate yourself and make smarter financial decisions.
Look forward to chatting with you again soon!
Derek and Ben
Co-Founders and Owners of Aspire Wealth
