Helen Stephens
CFP®, EA, CEPA
Aspen Wealth Management
President and CEO
Helen Stephens
CFP®, EA, CEPA
Aspen Wealth Management
President and CEO
As a fee-only financial planner, my focus is to provide financial clarity for our clients so they feel prepared, confident and empowered about their financial futures. - Helen Stephens, CFP®, EA, CEPA
Fee-Only financial planner located in Fort Worth and Southlake, TX, serving clients locally and across the country
Helen Stephens is a Fort Worth, TX and Southlake, TX fee-only financial planner. Aspen Wealth Management provides comprehensive financial planning, wealth management, retirement planning and business exit planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Helen Stephens is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Fueled by her passion for helping clients address their concerns and fears around money and how it impacts their families, Helen Stephens, CFP®, EA, CEPA, founded Aspen Wealth Management in 2011. Her leadership is driven by more than 25 years of experience specializing in retirement and tax planning for those nearing and transitioning into retirement.
Helen is a frequent speaker on the subject of women and money and has taught Financial Understanding for Women through the Extended Education department at Texas Christian University (TCU). She is a graduate of the Cox School of Business at Southern Methodist University (SMU) with a bachelor’s degree in finance. As a thought leader in the field of retirement and tax planning, she is regularly quoted in publications, including The Wall Street Journal, USA Today, Oprah Magazine, and the Fort Worth Star-Telegram.
Helen proudly served on the board of Habitat for Humanity for six years, culminating with a stint as the President of the Board, and she continues to be a committed volunteer for the organization. Her community volunteerism also extends to projects at Christ Chapel Bible Church, where she is an active member.
Originally from Tulsa, Oklahoma, Helen and her husband John live in Fort Worth. She enjoys spending quality time with her three adult children, Hannah, Amanda, and Jack, as well as time outdoors gardening, hiking, and traveling to new places to take in the sights and meet interesting people.
Helen Stephens is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Estate Planning
- Business Exit Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Helen Stephens is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Helen Stephens is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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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.
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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.
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Helen Stephens is a Certified Exit Planning Advisor® (CEPA®)The Certified Exit Planning Advisor® (CEPA®) designation is obtained by financial professionals upon completion of a five-day in-person credentialing program. Advisors who earn this credential are specially trained to help business owners create an exit plan for selling their company for maximum benefit. The CEPA Program integrates exit strategy into business, personal, and financial goals of the business owner. Using this holistic approach, Certified Exit Planning Advisors® guide business owners to decide when’s the best time to sell their business and how to minimize taxes from the sale.
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Helen Stephens and Aspen Wealth Management: Multi-year Recipient of D Magazine’s Best Financial Planner Award
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Helen Stephens is Quoted by The Oprah Magazine: "11 Simple Ways to Save for Retirement"
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Helen Stephens is Quoted on The Star-Telegram: "5 tips to riding out the volatile stock market"
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Helen Stephens is Quoted on The Star-Telegram: "Gift cards allow you to buy stocks with your milk and eggs"
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Helen Stephens is Quoted on The Star-Telegram: "Texas investors can now turn to offers on crowdfunding portals"
Contact Helen Stephens
Office Locations:
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4200 S. Hulen St.
Suite 422
Fort Worth, TX 76109 -
1110 N. Kimball Ave.
Suite 120
Southlake, TX 76092
