Our Team


Aspida360, Inc. offers professional advisors customized coaching, a robust marketing system and a digital client deliverable, our MTM360 technology.   The Aspida360, Inc team includes two top 1% financial advisors, an attorney and an experienced group of branding, messaging, research, writing, information technology and marketing experts.   Our combined 90+ years of of research, experience, development and testing has culminated in the development of our fourth generation of MTM360.

Our three step coaching program is a product of the successful personal practices of our founders.   Since 1994, when the origins of “More Than Money” were born, every successful step, tactic, presentation has been fine-tuned and is the foundation of our program.


Our Mission


The Aspida360 mission is to recruit and support an army of like minded professional advisors to improve our world one family at a time.

We envision a world where more families engage in meaningful communication, develop a shared purpose and improve their own wealth transfer success rate.

What Families Say About Us

Our team of advisors include:

Financial Advisors

Family Offices

Registered Investment Advisors

Family  Investment Advisors


Tax Advisors