Chesterton, IN Office
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Aspirean Wealth, LLC
Team
Firm-wide stats for Aspirean Wealth, LLC
About
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.
Based on Aspirean Wealth, LLC
Expertise
Based on Aspirean Wealth, LLC
Location
160 Rail Road, Suite 4
Chesterton IN 46304
Advisors at this office
2
Advisors at this office
Kevin O
Series 65
Chesterton, IN
Aspirean Wealth, LLC
Kevin Ostafinski is a financial advisor with Aspirean Wealth, LLC in Chesterton, IN. He holds a Series 65 designation and has professional experience that includes roles at CLH CPA's & Associates, Luke Family of Brands, and service in the United States Navy. Ostafinski joined Aspirean Wealth in 2025. Aspirean Wealth provides advisory services to individuals, high net worth clients, and employer-sponsored retirement plans, focusing on long-term, asset-allocation-driven strategies using broadly diversified, passively managed mutual funds and ETFs. The firm manages approximately $195 million in assets and employs a team-based approach with ongoing portfolio oversight and periodic client reviews.
Bradley A
Series 63, Series 66
Chesterton, IN
Aspirean Wealth, LLC
Bradley Alvarez is a financial advisor with Aspirean Wealth, LLC in Chesterton, Indiana, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at Aspirean Wealth since 2021 and previously held roles at Securities America Advisors, Securities America Inc, and Legacy Advisors Agency. Aspirean Wealth serves individuals, high net worth clients, and employer-sponsored retirement plans, providing portfolio management, financial planning, and retirement consulting. The firm employs long-term, asset-allocation strategies based on Modern Portfolio Theory, utilizing diversified, passively managed funds and third-party money managers.
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