Anticipate What's Next With Confidence.

Peak-Earning Professionals

As income grows, so do the opportunities and complexities surrounding taxes, investments, and long-term financial decisions. We help professionals in their peak earning years build investment strategies beyond their employer-sponsored retirement plans, implement thoughtful financial planning strategies, and accelerate the path to financial independence.
Questions We Often Help Clients Navigate
  • ✓ Are we saving enough for the future?
  • ✓ Should we be investing more outside of retirement plans?
  • ✓ How can we become more tax efficient?
  • ✓ Are we too concentrated in company stock?
  • ✓ Could we retire earlier than expected?
  • ✓ How much is enough?
  • ✓ How do we balance enjoying life today while planning for tomorrow?
How We Help

Financial planning 

Investment management 

Tax-efficient investing strategies 

Retirement planning 

Cash flow and savings analysis 

Coordination with tax and legal professionals 

Your Financial Future, Planned With Clarity.
Good financial planning connects every piece of your picture, from income and investments to taxes, estate goals, and beyond. We build personalized, adaptable plans that give you a clear path forward at every stage of life.
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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.