Our Fall/Winter Living Well Newsletter is out!

Locations

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

CENTRAL PENNSYLVANIA OFFICE

LEHIGH VALLEY OFFICE

49 E. Center Sreet, Suite 102
Nazareth, PA 18064
610-365-8249
By Appointment Only

123 Egg Harbor Road, Suite 302
Sewell, NJ 08080
856-352-6606

NEW JERSEY OFFICE

Home
The Team
Our Process
Our Services
Aspire Cares
Contact Us

About Us

Resources

FAQ

Goal Planning
Legacy Planning
Charitable Giving
Blog
Client Access

Connect

Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Aspire Wealth Group is not a registered broker/dealer, and is independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or 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 jurisdiction that are not addressed on this site. Contact your local Raymond James office for information and availability.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Links are being provided 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.

The 2024 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.