About Us
At Aspen & Anchor Strategies, we are committed to helping individuals achieve financial stability, emotional well-being, and practical clarity during uncertain times.
We work with individuals, families, and small to mid-sized business owners who want more than just quick fixes. Our focus is not on market speculation or selling products but on building durable financial strategies that provide long-term security, grounded in downside protection and tax awareness.
Why We Exist
Guiding You Through Life’s Financial Journey
At Aspen & Anchor Strategies, we believe that financial guidance should feel like a steady conversation, not a one-time transaction. Our goal is to walk alongside you as you navigate the complexities of life and its financial challenges. Whether you are nearing retirement, managing the uncertainties of small business ownership, or simply looking for clarity in your financial decisions, we’re here to help you develop a plan that aligns with your values and circumstances.
Our journey began with the realization that many individuals and families felt overwhelmed by the uncertainty surrounding their financial futures. We saw people struggling not because they lacked resources, but because they lacked a clear, simple strategy to protect and grow what they had. From this, Aspen & Anchor Strategies was born—a firm built on the idea that financial security should be accessible to everyone, without unnecessary complexity.
Our Approach
At Aspen & Anchor Strategies, we prioritize long-term stability over short-term gains, ensuring your financial strategy remains resilient and dependable through every life change.
Mission
Our mission is to provide financial clarity, stability, and protection to those who seek a steady, long-term approach to their financial well-being. We aim to create personalized strategies that help individuals and families manage the challenges of uncertain times while remaining rooted in strong financial fundamentals.
Vision
Our vision at Aspen & Anchor Strategies is to be the trusted partner for individuals, families, and small business owners who value stability, clarity, and long-term financial security. We strive to create a world where financial peace of mind is within reach for everyone, no matter their circumstances.
Values
We are driven by values of trust, clarity, and long-term thinking. We believe financial guidance should be based on a deep understanding and genuine care for our clients’ well-being. Our commitment to honesty and integrity ensures that our clients receive clear, thoughtful advice, with no hidden agendas or jargon.
Experts
Meet Our Team
Meet the dedicated team at Aspen & Anchor Strategies, committed to guiding you toward financial clarity and long-term stability.
Jennifer Brand
Investment Manager
Courtney Twitty
Manager
Paul Stanford
Manager