Anticipate What's Next With Confidence.

Who We Serve.

Nearing or In Retirement

You've spent a lifetime building. Now the question is how to structure it, spend it wisely, and protect it for the people you love. We help retirees and pre-retirees create tax-aware income strategies, plan for long-term cash flow, and retire with genuine confidence.

Working Professionals

You're earning well and saving consistently, but you want to make sure your money is working just as hard. We help professionals in their peak years build investment strategies beyond the 401(k) and accelerate the path to financial independence.

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.

Before Aspen

“Am I saving enough for retirement?”

"Who can take these decisions off my plate?"

Retirement Plan.pdf

“Not sure how taxes fit into this plan.”

“Should I change my investments right now?”

“Markets are down again—what should I do?”

Quarterly Performance Report

“Do I need a trust, or just a will?”

Uncertainty

Disorganized planning

Missed opportunities

After Aspen

“Here’s a clear plan and everything you need to move forward with confidence.”

Get started now

Get started now

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

Building Lasting Strategies for Life's Milestones.

Aspen was founded in 1993 on a simple belief: that great investment management starts with truly knowing the people you serve. Our team combines deep financial expertise with the kind of personal attention that makes clients feel like family, not account numbers.

Get started now

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.