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Schedule your free consultation today and take the first step towards financial clarity and confidence. We look forward to helping you craft a path to success.

Schedule a Free Consultation

Request your free consultation to discuss our financial planning and investment management services.

Are We the Right Fit?

We understand the importance of making the right decision when it comes to choosing a financial advisor. And like you, we want to make sure we are the right fit for your needs and financial goals. Here’s some more information about us. 

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WHO WE HELP

Empowering Families & Individuals

Nearing Retirement Couples

Are you looking for direction to secure your financial future? We are here to provide the support and guidance you need to move forward with clarity and confidence.

Multi-Generational Families

Do you have a high level of financial complexity? We serve as a concierge for all of your financial and estate planning needs.

Building an Intentional Foundation

Are you seeking a trusted guide early in your financial journey? We work with couples and families like yours who are looking for a partner and coach to help navigate their financial complexities. 

Our Typical Client Is...

50-55 years old

These individuals and families have worked hard in their careers and have achieved financial success. They appreciate the fiduciary standard of care.

Business Owners & Professionals

Our client base is made up of a range of business owners, professionals, and executives looking to secure their finances.

>$2 million in Investable Assets

Our clients typically have over $2 million in investable assets and are searching for a life long partnership for their financial future.

MEET OUR TEAM

A Financial Team that Cares

Every member of our team values the importance of getting to know our clients and what is important to them. Our clients trust us because they know we always keep their best interests at heart.

Helen Stephens, CFP®, EA, CEPA

President and CEO

Candace Scholz, CFP®, MS, MHA

Director of Financial Planning

Nathan Davis, CFP®, CFA

Chief Investment Officer

John Stephens

Chief Operating Officer

Jim Davis, CFP®

Senior Wealth Advisor

Matthew Quezergue

Senior Financial Planning Associate

Troy Fore, CFP®

Senior Financial Planning Associate

Ella Radberg

Financial Planning Associate

Michelle Davila

Client Services Manager
FAQS

Your Questions Answered

Seeking more clarity? Our FAQs are here to provide answers and transparency about Aspen Wealth.

Fee-only advisors get paid for the advice and guidance they provide. We are compensated directly by our clients rather than on commissions or kickbacks. We do not sell products, nor do we accept any other form of third-party compensation. For example, we may advise on your insurance needs through a financial planning process, but because residuals and commissions are fees built into insurance products, we would bring in a trusted resource to help with the policy. We work alongside our clients to ensure their best interests are served.

A comprehensive plan involves a thorough review of your investments, risk tolerance, insurance needs, cash flow and debt management, education planning, employee benefits review, tax planning, retirement planning, and estate planning. If you’ve never gone through a financial planning process before, it can seem overwhelming to address all these items at one time. However, once your plan is finished, you will feel very organized and have a solid understanding of your financial picture.

No. We have clients all over the United States and even a few that work overseas. We can meet with you via telephone or video conference.

During our initial consultation, we will have a good idea of the amount of time required to build your financial plan based on the simplicity or complexity of your situation.

For individuals or couples mid-career to retirement, our minimum planning fee is $4,500. If we sense that we will need additional time, we will let you know upfront, and those hourly fees are $300 per hour. If you decide that you would like for Aspen to assist in implementing your financial plan and managing your investments, you will transition to our assets under management fee schedule, and we will credit you for any planning fees you have paid.

For individuals or couples under 40, we work on a straight, hourly basis at $300 per hour. Young professionals also receive a discount on our investment management fees with no investment minimums.
For individuals or couples mid-career to retirement, our minimum planning fee is $4,500. If we sense that we will need additional time, we will let you know upfront, and those hourly fees are $300 per hour. If you decide that you would like for Aspen to assist in implementing your financial plan and managing your investments, you will transition to our assets under management fee schedule, and we will credit you for any planning fees you have paid.

For individuals or couples under 40, we work on a straight, hourly basis at $300 per hour. Young professionals also receive a discount on our investment management fees with no investment minimums.

We believe that investments are a way to achieve your goals. We believe that markets will work for you over time if you are cost-effective and hold a quality, well-diversified portfolio. The foundation for your portfolio is your financial plan.

There are many who believe that market timing, stock picking, or using expensive programs that use options are a sure thing. There is no free lunch in the markets. Timing the market isn’t only impossible; it’s costly.

We primarily serve nearing retirement couples, multi-generational families, and young families who are building an intentional foundation. You can learn more about who we serve.

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