Aspire Wealth Group

Aspire Wealth Group Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.

Our dedicated wealth management and financial planning team develops sophisticated wealth strategies tailored to help you reach your financial goals in Pennsylvania and New Jersey. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

Aspire Wealth Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

🎉 Today we're celebrating Jo'nelle Fetzer! 🎉While her birthday was yesterday, we're taking a moment today to celebrate a...
08/31/2026

🎉 Today we're celebrating Jo'nelle Fetzer! 🎉

While her birthday was yesterday, we're taking a moment today to celebrate all she brings to the Aspire Wealth Group team.

Please join us in wishing Jo'nelle a very happy birthday in the comments below and a wonderful year ahead! 🎂🎈

🐾 It's National Dog Day!Meet a few of the four-legged members of the Aspire family. These loyal companions bring plenty ...
08/26/2026

🐾 It's National Dog Day!

Meet a few of the four-legged members of the Aspire family. These loyal companions bring plenty of joy, keep us company, and remind us to appreciate the simple things in life. ❤️

We'd love to see your pups too. Share a photo in the comments and tell us their name!

Our Marketing Coordinator, Joel, recently enjoyed a family trip to Wildwood along the Jersey Shore. ☀️🌊 It's hard to bel...
08/24/2026

Our Marketing Coordinator, Joel, recently enjoyed a family trip to Wildwood along the Jersey Shore. ☀️🌊 It's hard to believe summer is winding down already.

Have you taken any memorable trips this season? Tell us where you've been in the comments!

Most people think of a 529 plan as a college savings tool, but what if that's only part of the story? If you're helping ...
08/20/2026

Most people think of a 529 plan as a college savings tool, but what if that's only part of the story?

If you're helping a child or grandchild through their education journey, there may be planning opportunities worth understanding before tuition bills start arriving.

Read the full article to learn more:
https://aspirewealthgrp.com/saving-for-k-12-education-with-a-529-plan/

Last week, Jason attended First Trust's Due Diligence Conference in Chicago.Taking time to learn, gain new perspectives,...
08/18/2026

Last week, Jason attended First Trust's Due Diligence Conference in Chicago.

Taking time to learn, gain new perspectives, and connect with other professionals helps us continue growing as advisors and better serve the individuals and families who place their trust in us.

Meet Chase Snyder, CFA!As an Investment Analyst, Chase reviews the performance of investment portfolios, monitors market...
08/17/2026

Meet Chase Snyder, CFA!

As an Investment Analyst, Chase reviews the performance of investment portfolios, monitors market trends, and stays informed on news and events that may influence investment outcomes. He manages our core allocations, conducts in‑depth market research, and makes portfolio construction decisions—all while carefully assessing the performance and risk profiles of various investment opportunities.

Chase has earned his Series 7 and Series 66 licenses, along with the prestigious CFA designation—one of the highest distinctions in the investment management profession.

Outside the office, Chase enjoys spending time with his family and playing various sports.

👉 Meet the rest of the Aspire Wealth Group team at: https://aspirewealthgrp.com/meet-the-team/

Meet Our Advisors!At Aspire Wealth Group, we believe financial planning starts with listening.Our advisors work together...
08/10/2026

Meet Our Advisors!

At Aspire Wealth Group, we believe financial planning starts with listening.

Our advisors work together to help clients make informed decisions about retirement, investing, wealth preservation, and the opportunities and challenges that come with each stage of life.

By combining different perspectives and areas of expertise, we're able to provide guidance that is personalized, comprehensive, and focused on what matters most to each client.

We're proud of the team we've built and grateful for the trust our clients place in us every day.

Take a moment to get to know the advisors behind Aspire Wealth Group:
https://aspirewealthgrp.com/meet-the-team/

If you've been saving in a 529 plan for years, the first tuition bill can feel like the moment all that planning finally...
08/06/2026

If you've been saving in a 529 plan for years, the first tuition bill can feel like the moment all that planning finally pays off.

But once it's time to use the money, a new question comes up: are you withdrawing it in the right way?

Before requesting a distribution, it's worth understanding how timing, scholarships, taxes, and family expectations can affect the decision.

If college costs are getting closer for your family, take a few minutes to read our latest blog post before the first bill arrives:
https://aspirewealthgrp.com/529-plans-what-to-know-before-the-first-tuition-bill-arrives/

🎁 Today, our team took a few minutes to celebrate Drew and surprise him with some gifts as he and his wife get ready to ...
08/04/2026

🎁 Today, our team took a few minutes to celebrate Drew and surprise him with some gifts as he and his wife get ready to welcome their baby boy later this month! We're so excited for them as they prepare for this wonderful new chapter. Help us congratulate Drew and his wife as they get ready to meet their little one! 💙👶

Address

190 Choate Circle, Suite B
Montoursville, PA
17754

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 12:30pm

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