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Aspire Financial, Inc.

Updated today

Client assets under management

$29,331,546

Clients

208

2% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

69

High

Average account size

$141,017

About

Aspire Financial, Inc. is a small, state-registered adviser with three advisors managing roughly $41.2 million across about 209 accounts. The firm serves individual clients (including high‑net‑worth households) and also provides services to pension and profit‑sharing plans, offering tailored financial planning and individualized portfolio management.

The firm’s investment approach centers on individualized asset allocation with an emphasis on value, safety, and quality and a strong focus on risk control; research inputs include market publications, third‑party research and company filings. Portfolio management is conducted on a primarily non‑discretionary basis, so advisors typically recommend trades but obtain client approval before execution and accept written client restrictions.

Aspire is notable for the combination of business activities disclosed in its brochure: the owners also operate an affiliated broker‑dealer and a public accounting practice, and many of the firm’s investment personnel hold CPA and FINRA credentials; the brochure discloses the potential conflicts that arise from commissions and accounting fees and describes mitigation steps. The firm also provides written financial plans on an hourly basis and allows fee deductions from custodial accounts, practices that are presented alongside its non‑discretionary, advice‑forward model.

Client services

Financial planning Portfolio management

Expertise

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

Main office location

Aspire Financial, Inc.

510 East High Street

Ebensburg PA 15931, United States

Number of offices

1

Most active in

Pennsylvania

Disclosures

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

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Thomas C

Series 63

Ebensburg, PA

Aspire Financial, Inc.

Thomas Criste is a financial advisor with Aspire Financial, Inc. in Ebensburg, PA, holding a Series 63 designation and over 31 years of industry experience. He has been with Aspire Financial since 2012 and is also an owner of Long, Mulhearn & Criste P.C., a certified public accounting firm. Aspire Financial 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, and quality, with portfolio management conducted primarily on a non-discretionary basis.

General retirement planning Cash flow / budgeting Wealth management
user avatar

William M

Series 63

Ebensburg, PA

Aspire Financial, Inc.

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.

General retirement planning Cash flow / budgeting Wealth management
user avatar

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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