Anticipate What's Next With Confidence.

Life in Transition

Divorce, job change, loss of a spouse, or an unexpected inheritance can reshape your entire financial picture. We bring calm, experienced guidance to complex moments so you can make smart decisions without going it alone.
Questions We Often Help Clients Navigate
  • ✓ What should I do with an inheritance?
  • ✓ My spouse always handled the financial decisions. Where do I start?
  • ✓ Should I roll over my old retirement plan?
  • ✓ How should I manage a large cash balance?
  • ✓ Can I afford this transition?
  • ✓ Do I need a second opinion on my current financial strategy?
How We Help

Inheritance planning 

Retirement transitions 

Pension analysis 

Portfolio restructuring 

Tax planning opportunities 

Financial organization & simplification 

Leave a Legacy That Reflects Your Values.
What you've built deserves to be passed on intentionally. We help you coordinate estate strategies, charitable giving, and tax-efficient wealth transfer so the people and causes you care about are taken care of for generations to come.
Learn About Legacy Planning
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Servicing the United States
Serving the United States
Founded in Grand Rapids in 1993, Aspen Investment Management has grown from a local advisory firm into a trusted partner for clients across the country. While our roots remain in West Michigan, our fiduciary commitment and personalized approach travel with us. We work with clients nationwide and make in-person meetings a priority wherever you are.

Our Main Office: 4020 E. Beltline Ave NE, Suite 103 Grand Rapids, MI 49525
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Aspen Investment Management Inc. is an independent registered investment adviser located in Grand Rapids, Michigan. We may only conduct business in states where we are notice filed, or qualify for an exemption or exclusion from registration requirements. The information provided on this website is for general informational purposes only and should not be considered legal, accounting, tax, or investment advice. Investment advice can only be provided after the delivery of our Form ADV Part 2 and the execution of an Investment Advisory Agreement. A copy of our Form ADV Part 2 is available upon request at 616-361-2500.