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William John Mulhearn

Advisor at Aspire Financial, Inc. — Ebensburg, PA

Updated today

Credentials

Series 63

Experience

37 years

Location

Ebensburg, PA 15931

Aspire Financial, Inc.

Supported

Total advisors

3

Clients per advisor

69 High

Avg AUM per client

$141,017 Very Low

HNW client ratio

2% Very Low

About

William Mulhearn is a financial advisor at Aspire Financial, Inc. with 37 years of industry experience. He holds a Series 63 designation and has worked at Aspire Financial since 2012. In addition to his advisory role, he is the owner of Long, Mulhearn & Criste P.C., a certified public accounting firm. Aspire Financial, Inc. is a small state-registered advisory firm serving individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm emphasizes individualized asset allocation focused on value, safety, quality, and risk control, providing primarily non-discretionary portfolio management with client approval required for trades.

Client services

Based on Aspire Financial, Inc.

Financial planning Portfolio management

Expertise

Based on Aspire Financial, Inc.

General retirement planning Cash flow / budgeting Wealth management

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Fee options

Commissions

Commissions paid separately through affiliated broker-dealer Fund Investors, Inc.

Project-based

$150 per hour with minimum of 3 hours per engagement for financial planning services

Location

Ebensburg, PA

510 East High Street

Ebensburg PA 15931

Advisors at this office

3

Most active in

Pennsylvania

Work history

37 years of industry experience

Aspire Financial, Inc.

2012 - Present • 14 years

Ebensburg, PA

L & M Pension Services, Inc.

1991 - Present • 35 years

Ebensburg, PA

Fund Investors, Inc.

1988 - Present • 38 years

Johnstown, PA

Long, Mulhearn & Criste

1987 - Present • 39 years

Ebensburg, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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David B

Series 65

Johnstown, PA

Blue Horizon Wealth Management, LLC

David Bonski is a financial advisor at Blue Horizon Wealth Management, LLC in Johnstown, PA, holding a Series 65 designation with 13 years of industry experience. He has been retired since 2012. Blue Horizon Wealth Management provides financial planning and investment management advice to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a strategic buy-hold-and-rebalance approach with model portfolios ranging from capital preservation to aggressive growth, and it offers fee-only, hourly advisory services without discretionary trading authority or custody of client assets.

Wealth management
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Thomas C

Series 63

Ebensburg, PA

Aspire Financial, Inc.

Thomas Criste is a financial advisor at Aspire Financial, Inc. with 32 years of industry experience. He holds a Series 63 designation and has worked at Aspire Financial since 2012. Additionally, he is the owner of Long, Mulhearn & Criste P.C., a certified public accounting firm. Aspire Financial, Inc. is a state-registered adviser with three advisors managing approximately $41.2 million across about 209 accounts. The firm serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, focusing on individualized asset allocation emphasizing value, safety, quality, and risk control through a primarily non-discretionary portfolio management approach.

General retirement planning Cash flow / budgeting Wealth management
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Patrick L

Series 63

Ebensburg, PA

Aspire Financial, Inc.

Patrick Long is a financial advisor at Aspire Financial, Inc. with 28 years of industry experience. He holds a Series 63 designation and has been with Aspire Financial since 2011. In addition to his advisory role, he owns and operates Long, Mulhearn & Criste P.C., a certified public accounting firm. Aspire Financial, Inc. is a small, state-registered advisory firm serving individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm focuses on individualized asset allocation emphasizing value, safety, quality, and risk control, with portfolio management conducted primarily on a non-discretionary basis.

General retirement planning Cash flow / budgeting Wealth management
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Christian K

Series 66

Johnstown, PA

Atlas Private Wealth Advisors

Christian Konicky is a financial advisor at Atlas Private Wealth Advisors in Johnstown, PA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at LPL Financial and Paul Carpenter Capital Advisors. Before entering the financial industry, he held various positions in the hospitality sector. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets across a 13-advisor team, offering discretionary and non-discretionary portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.

Retirement income strategy College savings (529s, UTMA, etc.) Founder/Business Owner
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Samuel C

Series 65

Johnstown, PA

Wealth Advisors Network, Inc.

Samuel Catanese is a Series 65-licensed advisor with eight years of industry experience, currently with Wealth Advisors Network, Inc. He has been associated with Catanese & Vulcan since 1976. Outside of his advisory role, he serves as Treasurer and Board Member for both the Murtha Foundation and the Camp Catanese Foundation. Wealth Advisors Network provides comprehensive wealth-care services to individuals, trusts, charitable organizations, closely held businesses, and retirement plans, offering portfolio management and financial planning through discretionary and non-discretionary programs. The firm emphasizes diversification and active management, using various investment vehicles and risk profiling to align portfolios with client objectives.

Income planning Business exit / sale strategy General estate planning guidance Active portfolio management Founder/Business Owner Retired
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Dennis B

CFP®, Series 63, Series 66

Johnstown, PA

Boldin Advisors

Dennis Brawley is a CFP® professional with 12 years of industry experience, currently serving at Boldin Advisors. He previously worked for Wells Fargo Advisors for 10 years before joining Boldin Advisors in 2025. Boldin Advisors provides financial planning and consulting services to individuals, trusts, estates, and small businesses, focusing on low-cost, diversified indexed funds and ETFs with a long-term buy-and-hold strategy. The firm operates with a six-advisor team across seven offices and offers planning on fixed, hourly, or annual terms without managing client portfolios or charging percentage-of-AUM fees.

General retirement planning Income planning Passive / index investing
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