Aspiring Wealth Management, LLC is an independent, fee-only registered investment advisory (RIA) firm founded by Mindy and Brad Harvey. The company operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. Their mission is to help clients achieve financial independence through comprehensive financial planning, which includes retirement planning, investment management, tax planning, estate planning, and insurance analysis. They emphasize a personalized, long-term approach to building and preserving wealth for individuals and families.

Founded in

New Zealand