Devlin Financial merged with Aspen Financial in 2019

01. About Us

We are a one-stop-shop for all your investment and insurance needs. From health insurance to life insurance, portfolio management to financial planning, our team members can help create a course of action that fit your needs. 

02. Our Philosophy

As a firm, we strive to understand your needs and present the best solutions for you. We seek to build long-standing relationships with our clients and educate them about the differences in insurance products and investments.

03. Our Process

Our educational approach empowers clients in the financial planning process. We take a comprehensive look at the full financial picture of each client. We analyze each client's savings, budgeting, investing, tax planning, insurance planning, retirement planning, estate planning, and much more.

Our Team

Our Services

 

Individual Health Insurance & Medicare Plans

Depending on your situation, you might not be eligible for coverage under an employer’s group benefits plan. If not, we can help you choose a health and dental plan that can help cover out-of-pocket medical and dental expenses for you and your family. These plans are designed to provide various...
 

Property & Casualty Insurance

Property and Casualty (also known as P&C) is the insurance designed to protect one’s physical assets from loss or damage due to covered perils. Homeowners, Auto, and Business insurance fall under this type of policy. For example, a fire may cause serious damage to, or even destroy, a home. The...
 

Group Health Benefits

In today’s working environment, valued employees are looking for more than financial compensation. They also want an employer who supports their health and the health of their families. For this reason, either by itself or paired with group insurance products, consider attracting and retaining...
 

Wealth Management

Why Wealth Management is Important Individuals and families depend on the assets they have accumulated to be able to sustain them later in life – in retirement or the event of an unforeseen need. However, not everyone has the time to monitor and manage those assets. Even if you do have the time, you...
 

Asset Management

You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and conscientious approach.

We manage assets for individuals and families, providing investment management and financial planning services.

Blogs

Nick's First Quarter Market Commentary

Nick O'Hara |
2021 Market Outlook Inflation & Asset Prices 2020 left us with some of the most volatile markets ever seen. The S&P 500 fell over 30% in about a month. Followed by the government and central bank coming to the rescue. With stimulus on both the fiscal and monetary fronts, this propelled markets to a new all-time high. Consumers received direct payments from the US Treasury in an unprecedented fiscal stimulus that left the average person...