Aspire Financial, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$29,331,546
Clients
208
Advisors
3
of 3 employees
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
Expertise
Fee options
Commissions paid separately through affiliated broker-dealer Fund Investors, Inc.
$150 per hour with minimum of 3 hours per engagement for financial planning services
Main office
510 East High Street
Ebensburg PA 15931
Advisors at this office
3
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
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Advisors at this firm
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.
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.
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.
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