D Magazine names Aspen Wealth Management as a Top Wealth Manager and Best Financial Planners 2025

Aspen Wealth Management is pleased to announce that, for the fourth consecutive year, the firm has been recognized as one of D Magazine’s Top Wealth Managers in the Dallas-Fort Worth area, alongside three advisory team members, Helen Stephens, CFP®, Candace Scholz, CFP®, MS, MHA and Nathan Davis, CFP®, CFA,  who have all been named Best Financial Planner 2025 by the magazine for another consecutive year.   

“It’s a privilege to be recognized once again by D Magazine,” said Helen Stephens, CFP®, President and Senior Advisor. “It’s an acknowledgment of the dedication our team has to providing our clients with customized wealth management strategies and putting their interests first and foremost.”  

D Magazine is a local publication serving the Dallas-Fort Worth area. Their annual list is compiled from wealth managers who are members of Dallas-Fort Worth Chapters of the Financial Planning Association, the Chartered Financial Analyst Institute, and the Investments and Wealth Institute. The final list is curated using criteria such as total assets under management, a 95% client retention rate over the prior two years, and no current disciplinary actions. A panel of local wealth managers then reviews the final list. All firms must have been in existence for a minimum of 5 years and hold themselves as fiduciaries for their clients.  

No compensation was paid directly or indirectly to obtain or market these awards. 

To see Aspen’s listing on D Magazine as Top Wealth Managers