Aspen Wealth Management
Fee-Only financial planner located in Fort Worth, TX, serving clients locally and across the country
Helen Stephens founded Aspen Wealth Management in late 2011. Helen has been a CERTIFIED FINANCIAL PLANNER™ professional since 1993, an Enrolled Agent (EA) since 2009, and has more than 20 years of experience in the field of financial services. Daily, she helps many of the firm’s clients on a variety of financial planning and investment matters.
Helen is frequently a speaker on the subject of Women & Money, and has taught Financial Understanding for Women through the Extended Education department at TCU. She received her undergraduate degree in finance from the Cox School of Business at Southern Methodist University (SMU), and has been quoted in many publications, including The Wall Street Journal, USA Today and the Fort Worth Star-Telegram.
Serving as an active member of DFW Financial Planning Assocation (FPA), National Association of Personal Financial Advisors (NAPFA), and Fort Worth Chamber of Commerce, Helen also serves on the board of Trinity Habitat for Humanity.
Helen is married and has three children, and enjoys hiking, travel and gardening.
Helen Stephens is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Aspen Wealth Management is an independent, fee-only financial planning firm. Our mission is to inspire our clients to make informed decisions through education, communication, and service, which exceeds their expectations. We take the time to listen to you and fully understand your goals so that we can help you develop and implement a financial plan and investment strategy tailored to you. We are committed to providing individuals and families with personalized guidance on all aspects of their financial lives.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Estate Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Helen Stephens is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Helen Stephens is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Helen Stephens is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Helen Stephens is an Enrolled Agent with the IRS (Learn More)
An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
Contact Helen Stephens
4200 S Hulen St
Fort Worth, TX 76109