Please provide your information and submit this form. Our team will be in touch with you shortly.
Helen Stephens, CFP®, EA, is the President and Senior Advisor at Aspen Wealth Management. With over 34 years of professional experience, Helen oversees the organization’s operations, strategy, and growth initiatives. She works closely with the leadership team to drive the firm’s vision, cultivate a high-performance culture, and ensure exceptional service delivery to clients.
Helen’s areas of expertise include retirement planning and tax planning. She holds a Bachelor’s degree in Business Administration with a concentration in Finance from Southern Methodist University (SMU) in Dallas. Helen has been recognized for her dedication and excellence in the field, receiving numerous awards, such as D Magazine’s Best Financial Planner in DFW every year since 2019 and being named one of USA Today’s Best Financial Advisory Firms in 2023 and 2024.
Helen’s passion for financial planning is palpable. It began with her desire to help others and her enjoyment of studying the capital markets. She lives by the mantra “The good you do comes back to you,” which reflects her commitment to doing the right thing and providing free advice to those in need, even if they do not qualify for her services.
Outside of her professional life, Helen is an active member of the community. From 2014 to 2020, she served on the Trinity Habitat for Humanity board. She supports Family Pathfinders, which offers financial literacy programs for nonprofits in the Dallas-Fort Worth Area, and is a member of Jewel Charity, supporting Cook Children’s Hospital in Fort Worth. Helen is also a sustainer in the Junior League of Fort Worth.
Helen enjoys the outdoors, including gardening, hiking, and being near water. She is passionate about working out and maintaining a healthy lifestyle.
Learn More About Helen