A complete list of active advisors currently associated with Aspirean Wealth, LLC

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

Aspirean Wealth serves individual and high-net-worth clients as well as employer retirement plans, offering comprehensive portfolio management, standalone financial planning, and retirement-plan consulting. The firm manages discretionary client assets and also delivers written plans or consultations on a fee basis, sometimes implementing portfolios through third-party money managers. The firm’s investment approach is grounded in Modern Portfolio Theory and a buy-and-hold orientation, favoring diversified, passively managed mutual funds and ETFs (with regular use of Dimensional funds) and employing Monte Carlo analysis in planning. Aspirean also uses a roster of third-party managers and custodial platforms to implement and custody client portfolios. Compared with many peers, the firm discloses representatives who are licensed insurance agents and a representative who provides state-registered tax-preparation services under separate engagements, meaning clients may be offered insurance or tax-prep services in addition to advisory services. The brochure also discloses that employees are compensated for client referrals and that the firm participates in partner programs that provide event reimbursements, all of which are noted as managed through its fiduciary policies.

To learn more about the advisors currently working at Aspirean Wealth, 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.

You can also browse Aspirean Wealth, LLC's office locations.

Name	Location	Years of experience
Bradley Alvarez	Chesterton, IN	17
Paul Grace	Mill Valley, CA	25
Marian Jung	Mill Valley, CA	17
Caleb Luis	Mill Valley, CA	1
Kevin Ostafinski	Chesterton, IN	1
Christopher Winkler	Mill Valley, CA	28

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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