A complete list of active advisors currently associated with Aspen Financial Solutions, LLC

Warmer can help you find a great advisor at Aspen Financial Solutions, LLC or one who fits your needs even better.

Aspen Financial Solutions provides investment advisory and ongoing portfolio management to individuals, high‑net‑worth individuals, and charitable organizations, managing approximately $18.4 million for 14 clients. The firm delivers tailored investment policy statements, discretionary portfolio implementation, and quarterly written reporting. The investment approach emphasizes a long‑term, low‑cost, index‑based asset allocation implemented largely with funds assembled from Dimensional Fund Advisors and guided by modern portfolio theory and quantitative analysis. The firm also uses options strategies (including covered options and spread trades) alongside its index‑based allocations, a mix that carries materially different risk characteristics than a pure index‑only program. Noteworthy operational features include in‑house management of all client assets rather than using third‑party sub‑advisers and a stated absence of an account minimum, reflecting a boutique, fully discretionary model for a small client base. Aspen recommends Schwab Institutional for custody and discloses it may receive research or other soft‑dollar benefits from its custodian, a practice that can influence broker selection.

To learn more about the advisors currently working at Aspen Financial Solutions, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Bradley Zanin	Carbondale, CO	27

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