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Aspen Wealth Management is thrilled to announce that for the fifth consecutive year, the firm has been recognized as one of D Magazine’s Top Wealth Managers in the Dallas-Fort Worth area.
“We are grateful for this recognition from D Magazine,” said Helen Stephens, CFP®, President and Senior Advisor. “This is a testament to the hard work and dedication of our entire team. We are fortunate to serve our clients, and we remain committed to earning their trust each day.”
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. For further information about awards and ranking disclosures, please click here.
To see Aspen’s listing on D Magazine as Top Wealth Managers