Our Story

Financial Planning with a Mission

At Aspire Planning Group, our objective is to help our clients live for today while planning for tomorrow. We do this by providing financial planning services to help you identify and work towards your life goals, disciplined investment portfolio management services to grow and manage the resources you need to live your dreams, and transition planning services when life throws you a curve ball.

Our firm is fee-based, and we act with a fiduciary standard of care, so your interest always comes first.

Our Story

Hi, I’m Julie Hupp, founder of Aspire Planning Group. I started my career in Corporate Finance and spent 13 years in a progression of Financial Planning and Business Development roles. After staying home with my three children for several years, I knew I wanted to return to financial planning with a new focus on personal finance — helping individuals work towards their financial goals. So in 2006, I became a Financial Advisor. Since that time, Aspire Planning Group has grown, added staff, and become a full-service financial planning practice.

After a personal tragedy of losing my oldest son to cancer, I was more committed than ever to building a financial planning business and process that allowed for flexibility and adaptability in the type of planning and services offered. Lives change, families change, planning needs change. That’s why I created Aspire Planning Group, a firm where clients come first, and where financial planning is very personal, very professional and totally client-centered.

In 2021 our practice partnered with Vertex Planning Partners LLC, a Registered Investment Advisor with broad resources and values compatible with our own.  While also working with LPL Financial the nation’s largest independent Broker/Dealer (as reported in Financial Planning Magazine, 1996-2015, based on total revenue.) We’re moving forward together to provide our clients with personalized service that reflects our values.

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