Aspire Wealth Group

  • Financial Services
  • Investments/Financial & Estate Planning
190 Choate Circle, Suite B
Montoursville, PA 17754
(570) 505-1289
(855) 811-2033
(570) 505-1294 (fax)
Hours:
Monday-Friday 8:30am-4:30pm
*Summer Hours*: Monday-Thursday 8:30am-4:30pm. Friday 8:30am-12:30pm

About Us

Aspire Wealth Group is a dedicated team of financial advisors and strategists proudly aligned with Raymond James Financial Services. We offer trusted, comprehensive financial guidance tailored to read more
  • About

    Aspire Wealth Group is a dedicated team of financial advisors and strategists proudly aligned with Raymond James Financial Services. We offer trusted, comprehensive financial guidance tailored to every stage of life, helping individuals, families, and businesses pursue their long-term goals with confidence.

    Under the leadership of President Jason Dugan, Aspire Wealth Group has consistently earned recognition for excellence. Jason has been named to the Raymond James Chairman’s Council, honoring the top 100 advisors nationwide, every year since 2019. He has also been included in Forbes’ “Best-In-State Wealth Advisors” list from 2021 to 2025, and Aspire Wealth Group has been named one of Forbes’ “Best-In-State Wealth Management Teams” for 2023 through 2025.

    Headquartered in Montoursville, with additional offices in the Lehigh Valley and New Jersey, our team includes four Certified Financial Planner™ professionals, an Investment Management Specialist, a Paraplanner, and a skilled operations staff—all committed to delivering personalized, high-quality service to our clients.

  • Whom to Contact

    • Mr. Chris Confer
      Marketing Coordinator
      190 Choate Circle, Suite B
      Montoursville, PA 17754
      Phone: (570) 505-1289
      Fax: (570) 505-1294
  • Directions

    GPS 190 Choate Circle, Montoursville PA. Brings you right to our office. Office is in the back of the building.