Financial Planning & Wealth Management 
Services – Lock Haven

Located along the West Branch of the Susquehanna River, Lock Haven is a tight-knit community where hardworking professionals, educators, and retirees call home. Whether you work at Lock Haven University, in healthcare, or have built a life around small business and family, you want financial guidance that respects your goals and values.

From our office in nearby Montoursville, we proudly serve clients in Lock Haven who are seeking financial clarity, strength, and independence through life’s many transitions. Our approach is personal, not one-size-fits-all—because your financial life deserves a plan that fits you.

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

What We Do in Lock Haven

✓ Investment Management

✓ Financial Planning

✓ Retirement Planning

✓ Estate Planning Implementation

✓ Education Planning

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Why Choose Us

At Aspire Wealth Group, we are as committed to your success as you are. At the heart of our work is a commitment to offer unparalleled service and genuine care for you, always putting your needs first. By understanding your unique financial journey, we become your trusted financial partner, guiding and supporting you every step of the way.

Husband and wife meeting with financial advisor in their home.

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.

Contact Us Today

If you live in or near Lock Haven, we welcome the opportunity to help you achieve your financial goals. Start by sending us a message, and a member of our team will follow up with you shortly. Together, we’ll create a strategy that helps you live well today—and plan wisely for tomorrow.

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Aspire Wealth Group
190 Choate Circle, Suite B
Montoursville, PA 17754
570-505-1289

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