Edward S. Karan, CFA, CFP®
Founder and Senior Advisor
Comprehensive wealth management designed to meet the evolving needs of individuals and families with growing financial complexity.
Who We Are
Our approach integrates strategic financial planning, investment management, tax optimization, estate and legacy planning, and risk management, so the pieces of your financial life work together.
As your wealth grows, so does the complexity of managing it. We serve as your dedicated advisor, helping you navigate major financial decisions, define long-term goals, and build a lasting legacy.
Aspire Wealth Advisory Group, LLC does not provide legal, tax or accounting advice and is not a law firm, accounting firm or insurance carrier. We help clients evaluate and coordinate these considerations within their broader financial plan and work alongside their own tax, legal, insurance and other professional advisers.
Services
Our Approach
Our process combines engagement, access to relevant expertise, and disciplined execution.
Engagement
We gain clarity on what matters most to you and where things may be out of alignment, through a judgment-free conversation about your financial picture.
Expertise
We apply a disciplined analytical process, identify appropriate specialists, and coordinate with your expert advisors as necessary.
Execution
Strategy becomes action: facilitating account opening, delivering dashboards, and intuitive reporting that keeps you informed and in control.
Our Team
Advisory Board
Naz Vahid
Co-Chair and President, Oxford Strategic Legal Advisors
Aspire Wealth and Oxford Strategic Legal Advisors are not affiliated.
Joseph Halpern
Managing Partner and Chief Investment Officer, Obsidian CIO
Obsidian CIO LLC is an unaffiliated investment adviser that serves as a sub-adviser to Aspire Wealth.
Begin the conversation
Every relationship starts with an initial conversation about where you are today and what you are working toward.
Submitting an inquiry or completing this form does not create an advisory relationship and does not obligate either party to proceed. Review our Privacy Notice before submitting personal information.