Broker Check

Who We Are

AspenCross is an independent, fee-based financial planning and investment management firm founded in 2001. From our corporate office just outside of Boston, in the classic New England town of Westborough, Massachusetts, we serve a diverse clientele throughout the country. 

When you’re choosing a financial advisory firm, we know it comes down to trust – in a company and in its people. At AspenCross we strive to earn that trust in every aspect of our business. As fiduciaries, we always put our client’s interests ahead of our own. It’s not only a legal and moral obligation, it’s just who we are, as a firm, and as individuals.

Not too big. Not too small. Just right.

We are big enough to have the resources and capabilities to handle the most complex financial and investment needs you may have, yet small enough to know you by name, to gain an in-depth understanding of your values, goals and family dynamics, and to provide you with timely, responsive and impeccable care. 

But enough about us. It’s all about you.

What brought you to our website is most likely a specific financial concern you have, a life changing event that you need some financial guidance with, the desire to get a “second opinion” on how your current investment portfolio is being managed, or maybe you need some assistance in creating a retirement income strategy that allows you the freedom to live life your way. 

Whatever the reason is that brought you here, we are glad you stopped by and look forward to helping you get on the right path to a more confident future.