Aspire by Rolling Hills:
“Dream big. Plan smart. Achieve more.”
At Rolling Hills, we understand that the financial journeys of Gen Z, Millennials, and future generations are uniquely defined by their distinct challenges, aspirations, and values. You deserve a financial partner who understands your world and can guide you in building a secure, purpose-driven future. That’s why we’ve created a specialized branch of our financial advising firm designed specifically for those embarking on their investing journey.
Why Choose Aspire?
Our mission is clear: to empower young investors with the tools, knowledge, and personalized support needed to confidently navigate the complexities of personal finance, investing, and wealth-building. Whether you’re saving for your first home, pursuing financial independence, or investing in a more sustainable future, we’re here to help you realize your vision.
With our Aspire program, you’ll gain access to:
- Tailored Strategies: Financial plans designed to fit your lifestyle, goals, and values.
- Education & Empowerment: Clear, jargon-free guidance to help you make informed decisions.
- Ongoing Support: A dedicated advisor by your side through every stage of your financial journey.
Your Financial Journey Starts Here
From setting the foundation for your future to optimizing your investments as you grow, we’re committed to being your partner every step of the way. Together, we’ll build the life you’ve envisioned and the wealth to support it.
Fees & Minimum Account Balance*: There is no minimum to start your financial journey as we prioritize a collaborative relationship and a strong fit between advisor and client.
- If you are just starting your financial journey, our Aspire program charges a quarterly consulting fee of $60.
- If you have already begun your financial journey and accumulated investable assets in excess of $30k, our Aspire program charges an annual investment management fee of 1% billed quarterly in lieu of the consulting fee.
Let’s get started today and turn your financial aspirations into reality. Welcome to Aspire by Rolling Hills—where your future begins.
*All fees listed are subject to negotiation and are not all inclusive. Fees can vary based on the complexity and scope of services offered. Therefore, fees can be higher or lower than what is reflected herein. Also, fees provided herein only apply to the fees charged by the advisor and do not incorporate additional expenses that may be associated with implementing an investment management or financial plan, such as but not limited to custodial fees, transaction costs, and other program or product related fees and expenses. Please refer to the Mariner Platform Solutions Form ADV Part 2 for additional information regarding fees and services. Investing involves risk and the potential to lose principal.