Aspen Equity Partners, LLC  is a Dallas, TX based full service boutique wealth management firm that is focused on servicing the financial needs of its clients.  Aspen was established in 2000 as an investment bank providing services targeted to small to middle market companies. Today, Aspen offers a robust platform of financial solutions for its individual, high net worth, family office and institutional clients, including equity sales and trading, corporate and municipal bond sales and trading, mutual funds, and select alternative products. Aspen’s broad platform of financial solutions is augmented by over 90 years of combined operational and management experience of its partners in regional, independent and boutique investment banks and brokerage firms.

Meet our principal partners:

James Mathis

Michael Young