Financial Planning & Wealth Management

Who We Are

Welcome to Aspire Wealth Group, where we guide you through the complex world of financial planning and wealth management with clarity and integrity. At the heart of our work is a commitment to offer unparalleled service and genuine care for you, putting your needs above all else. We believe in building strong, lasting relationships, getting to know you like family, and giving back to the community. By understanding your unique financial journey, we become your trusted financial partner, guiding and supporting you every step of the way.

Jason Dugan awarded for
the 6th consecutive year!

Jason Dugan awarded for
the 4th consecutive year!

Aspire Wealth Group awarded for
the 3rd consecutive year!

By the Numbers

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Office
Locations

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Dedicated
Professionals

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Donated to
Charities

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Client Assets

as of January 31, 2025

Mature couple looking at their laptop to learning about the services offered by Aspire Wealth Group.

What We Do

✓ Investment Management

✓ Financial Planning

✓ Retirement Planning

✓ Estate Planning Implementation

✓ Education Planning

Learn More

Why Choose Us

At Aspire Wealth Group, We are as committed to your success as your are. Your dreams and aspirations guide us forward with every step of your financial journey.

Explore Our Approach

Who We Serve

Our expertise lies in helping people find financial strength, independence, and clarity through life’s many transitions.

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Families & Individuals

A pre-retiree teacher teaching children in her classroom.

Pre-Retirees

Retired couple walking along the beach, living their best life.

Retirees

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Business Owners

What People Are Saying

“Aspire is an excellent financial management company. I would strongly recommend contacting them if you’re considering the need for financial guidance. Jason and his team are great partners.”

— Mike Boudreau

The statement is a testimonial from a current client of the advisor as of 12/30/2024, and may no longer be applicable or a client. No compensation was paid in exchange for the testimonial, it was not solicited by the advisor, and client consents to use of this testimonial in the advisor’s advertisements. The testimonial is not representative of all client’s experience with the advisor, not based on performance, and not a guarantee of future performance or success. Investing involves risk and isn’t always profitable.

“I cannot tell you the confidence I have knowing that very important decisions are in the hands of such a fine group. No one is ever too busy to help, either on the spot or ASAP, and it is always done so willingly. Sometimes the future seems scary but it’s comforting to know we have the Aspire team.”

— Saundra Blackburn

The statement is a testimonial from a current client of the advisor as of 11/25/2024, and may no longer be applicable or a client. No compensation was paid in exchange for the testimonial, it was not solicited by the advisor, and client consents to use of this testimonial in the advisor’s advertisements. The testimonial is not representative of all client’s experience with the advisor, not based on performance, and not a guarantee of future performance or success. Investing involves risk and isn’t always profitable.

“There is no doubt in our minds that Jason has a magnet for bringing the best and brightest people on board at Aspire. It’s obvious that he has been Blessed with a talent for choosing the right people, who have the same high standards that he has.”

— Paul McBride

The statement is a testimonial from a current client of the advisor as of 11/26/2024, and may no longer be applicable or a client. No compensation was paid in exchange for the testimonial, it was not solicited by the advisor, and client consents to use of this testimonial in the advisor’s advertisements. The testimonial is not representative of all client’s experience with the advisor, not based on performance, and not a guarantee of future performance or success. Investing involves risk and isn’t always profitable.

Our Team Advantage

We leverage our collective experience to help ensure you receive well-rounded guidance. Our team is honored to be named to Forbes’ 2025 list of Best-In-State Wealth Management Teams!

Meet the Team

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Subscribe to receive helpful financial tips, relevant insights, and team updates. You’ll also discover how we’re giving back to the community.

Latest Insights

The northern lights light up the sky over a barn near Milton, Pennsylvania.

Team Insights

From the Desk of Joel Appleman

At 7:20 p.m. on October 10th, 2024, I looked up at the sky and could hardly believe what I was seeing—right from my own backyard in Central Pennsylvania. I immediately ran inside to grab my camera and began capturing the phenomenon that I was witnessing.

Key Retirement and Tax Numbers for 2025

Each year, the Internal Revenue Service (IRS) updates cost-of-living adjustments, impacting contribution limits for retirement plans as well as various tax deductions, exclusions, exemptions, and thresholds. Here are some of the significant changes for 2025.

Keep or Shred? How to Manage Your Important Documents with Confidence

With tax season looming, many people can picture a memory from the not-too-distant past: box after heavy box of documents and receipts collecting dust for eternity. Today we can scan and shred records to our hearts’ desire, but questions remain.

Are You on Track to Achieve Your Financial Goals?

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Live Your Best Life