Thoughtful wealth management for the life you deserve

Your financial life is woven into everything that matters: your family, your work and the experiences that bring meaning to your days. As these priorities evolve, you want financial guidance that adapts with you, helping you make informed decisions and plan with confidence through every stage of life.

You want advisors who truly listen. Professionals who take the time to understand your circumstances and explain your options clearly. You value open communication, timely follow-through and recommendations grounded in your long-term vision and comfort with risk.

At Aspen Wealth Management, we partner with individuals, families and business owners to deliver personalized financial planning and investment guidance, with a focus on education and genuine connection. Our relationship-driven approach supports not just your financial goals, but the life you’re working hard to build – because you deserve thoughtful, transparent guidance for the future you envision.

We help retirees plan thoughtfully around income, organization and long-term stewardship of their financial lives.
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Niches
We guide individuals approaching retirement through the planning choices and decisions that shape what comes next.
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Niches
We offer clear, supportive financial guidance designed to address the goals and priorities most important to women.
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Niches
We help business owners plan for today while thinking ahead to future transitions and long-term goals.
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Niches
We help individuals and families plan around savings, investments and long-term priorities at every stage of life.
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A personal approach to financial planning

Committed to our local community

Business planning with long-term perspective

experienced guidance

Erik Sorenson

Erik Sorenson,

CFP®, ChFC®, CRPC® Financial Advisor
Jeff Payne

Jeff

Payne, ChFC®, CRPC™ Financial Advisor
Landon Payne

Landon

Payne, CRPC® Financial Advisor
Linda Beardsley

Linda Beardsley

Financial Advisor
Nikki Smith

Nikki

Smith, CRPC® Registered Operations Specialist
Jessica Ortega

Jessica

Ortega Administrative Assistant
Carlyn Dodson

Carlyn

Dodson Administrative Assistant
Anita Bruno

Anita

Bruno CERTIFIED FINANCIAL PLANNER®
"Good planning starts with understanding people. When we take the time to listen, clients can move forward with confidence toward what matters most to them."
Jeff D. Payne, ChFC®, CRPC® Financial Advisor
Sophisticated wealth management
Your future, thoughtfully planned

Raymond James financial advisors may only conduct business with residents of the states and jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links to external content or websites, if provided, are for information purposes only. Raymond James is not affiliated with and does not endorse authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Aspen Wealth Management. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Aspen Wealth Management is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

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