ASPEN INVESTMENT MANAGEMENT INC.
SEC RegisteredYour Life's Work Deserves a Thoughtful Plan
About the firm
Since 1993, Aspen Investment Management Inc. has helped individuals, families, and businesses navigate changing markets with confidence and discipline. The firm is an independent registered investment adviser located in Grand Rapids, Michigan, offering personalized, tax-efficient investment management and financial planning. Their guidance is free from commissions and conflicts of interest, built on trust and transparency.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio management, financial planning, retirement planning, legacy planning, and cashflow management, with a focus on tax-efficient strategies, estate planning, and sustainable income distribution.
Who they serve
Retirees, professionals, individuals, families, and businesses
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 201 | $147M |
| High Net Worth Individuals | 55 | $302M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ASPEN INVESTMENT MANAGEMENT INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.