Aspen Capital Management

Aspen Capital Management is a financial planner in Boise, Idaho. This fee-only Registered Investment Advisor specializes in comprehensive financial planning, diversified portfolio management, and customized investment solutions for clients located across the country. The firm provides professional expertise with a 5.00 rating.

As a fully independent firm, Aspen Capital Management operates under a fiduciary standard, meaning they are legally bound to act in their clients' best interests. Their approach is built on six core principles, including independence and objective planning. Because they are not tied to proprietary products, they select from various money managers, mutual funds, and service providers to find the best solutions for each client. Their advisory services cover a wide range of needs, such as retirement and estate planning, tax-efficient portfolio design, risk management, and social security strategies. They also assist with specialized matters like RSU and stock compensation analysis, healthcare options, and education funding.

The firm's team includes professionals such as Mike Mers, Founder and CEO, alongside partners and advisors including Lavea Thomas, Trevor Hotmer, Mike Keller, Scott Warner, Taj Pereira, and Johann Simpson. The operations and client service staff includes Rachel Lysne, Nate Burman, Ellen Crone, Stacia Mers, Maranda Barnhart, and Autumn Sharp.

Aspen Capital Management provides disciplined, long-term investment management and personalized financial strategies to help individuals navigate the complexities of wealth. Their commitment to integrity and objective advice serves the diverse financial needs of clients from their Boise office.