This area is fully editable and gives you the opportunity to go into more detail about your business, what you do and what sets you apart from the competition.

This area is fully editable and gives you the opportunity to go into more detail about your business, what you do and what sets you apart from the competition.

This area is fully editable and gives you the opportunity to go into more detail about your business, what you do and what sets you apart from the competition.

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Financial Freedom
Starts HERE

Welcome to Aspire Financial Services

Serving Kingsport and the Tri-Cities

Retirement
We can help you consider the right steps to pursue the retirement you want. Let us help you find a path to save and prepare for retirement.

Lifestyle
We can help you find a balance between work and leisure. Managing your money involves more than making a budget, so let us help you today.

Investment
We can create an investment strategy that is designed to focus on your risk tolerance, time horizon, and goals. 

Tax
Understanding tax strategies can help you better manage your overall tax situation. We can set up a tax plan for you.  

Estate
We can help you manage personal affairs today and control the distribution of your wealth in the future.

Insuranc
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. 

Meet Your Advisor
Amy Edwards

CFP®, MPAS®, CRPS®
CERTIFIED FINANCIAL PLANNER™, Owner/Founder

“I love what I do and it is my desire to help clients grow and protect their wealth so they may have joy and peace in all areas of finance.”

Our Mission
Our mission is to bring Intelligence, Integrity, and truly Individualized value added investment management, and advice to affluent investors putting the clients first and to disregard the agendas of Wall Street and the giant firms that dominate the industry. Our financial professionals allocate, manage, and monitor client’s assets unlike the typical advisors “one size fits all” management approach. Our investment goals are to consistently achieve reasonable returns on investments over time, based on an investment policy statement and plan specifically created for the individual client. The investment policy statement considers the lifestyle, goals, risk tolerance, time horizon, and successors of the investor. We prefer consistent and reasonable to sporadic and extreme. Our selection process favors recognition over discovery.
Our Process
Phase I: Discovery

We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you.

Phase II: Strategy

The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success.

Phase III: Implementation

The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Phase IV: Monitoring and Adjusting

We monitor our client’s accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client’s circumstances have changed, or that shifting global markets require a different investing approach, we are quick to make adjustments.
"Managing your hard-earned savings should be a fun part of life, and working with an expert like Amy can really payoff in the long run."                                                                       -VIPSEEN