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OUR SERVICES
You are unique and you deserve a unique fee-only
Everyone of our clients haas a unique situation that requires a unique financial solution. We do not believe in collecting commissions on the investments that our clients make . As a fee-only provider, we have a fiduciary duty to our clients, meaning our only coal is to to serve their best interestets.
Financial Planning
Our financial planning process aggregates the moving pieces of your finances and aligns them with your personal values and goals.
Find out more >Retirement Planning
We take a comprehensive approach to retirement planning that will help to prioritize your goals and develop an all-inclusive strategy to achieve those goals.
Find out more >Financial Planning for women
Women who are single, widowed or divorced face the challenge of identifying the needs that must be addressed today, while setting and working towards goals for tomorrow.
Find out more >Investment Management
The core of our investment philosophy is a disciplined approach, regardless of market conditions.
Find out more >
OUR TEAM
A financial team
Every member of our team focuses on making our clients and their families feel comfortable when discussing financial decisions that can potentially be stressful, and could have a great impact on their lives.
OUR PROCESS
Expertise & Guidance
We take the time to understand your personal and financial circumstances as well as identify any goals you may have.
Once we have your plan we discuss it in detail giving you the chance to ask questions and for us to make adjustments. We help you see the clear path for you to achieve your financial goals.
We present the plan to you and go over each of our recommendations. Your feedback is encouraged, and we can make any changes to the plan, if needed.
After making sure each piece of the plan is in place, we continue to monitor your progress. We rely on you to keep us up to date on any significant life changes that may impact your financial plan.
EXPERTISE & GUIDANCE
Discover how we’ll clearly define your vision
Our fee-only, non commission approach means we have your best interests in mind.
Certified Financial Planners
Aspen Wealth Management employs only CERTIFIED FINANCIAL PLANNER ™ certificants, which means we have the experience and knowledge to effectively plan your financial future.
About Us
All people deserve quality
Aspen Wealth Management is proud to work with all kinds of clients, believing that all people deserve quality financial planning without the fear of being sold a product. We strive to help clients understand their circumstances and make wise financial decisions regarding their resources. For those not located in the DFW
area, we work through online meetings and are able to collaborate effectively.
Aspen has two distinct service models in order to deliver an experience to clients specific to their circumstances and life stage.
Aspen Wealth Management is a fee-only firm, which means we do not work on commissions. This allows us to remain completely free from conflicts of interest. We have a fiduciary duty to put client needs first. Our fee-only structure ensures our objectivity. Our clients who go through our financial planning process feel
confident, prepared and empowered about their financial futures.
OUR TEAM
A financial team
Every member of our team focuses on making our clients and their families feel comfortable when discussing
financial decisions that can potentially be stressful, and could have a great impact on their lives.
Every member of our team focuses on making our clients and their families feel comfortable when discussing
financial decisions that can potentially be stressful, and could have a great impact on their lives.
Helen Stephens, CFP®, EA, CEPA
John Stephens
Candace Scholz, CFP®, MS, MHA
Nathan Davis, CFP®, CFA
Jim Davis, CFP®
Matthew Quezergue, CFP®
Our primary goal is to give our clients peace of mind. We do this first by understanding what is important to each individual client, their individual vision for the future, and their current situation. We then build a financial plan and roadmap which puts them on the path to achieving their goals. By regularly monitoring each client’s progress, we are able help with any future changes that come their way. Our clients have the confidence in knowing that they have a professional team working in their best interests.
OUR SERVICES
Start your course towards financial freedom and stability
Resources
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