Stephanie McElheny
CFP®, EA, ChSNC®™, CFC™
Aspen Wealth Strategies
President of Financial Planning & CTO
Stephanie McElheny
CFP®, EA, ChSNC®™, CFC™
Aspen Wealth Strategies
President of Financial Planning & CTO
As a fee-only financial planner, my passion is helping individuals regardless of asset size or income level. Everyone deserves to be treated with respect, thoughtfulness, and provided with the absolute best client experience possible. Like an Aspen grove, it’s incredibly important for me to build deeply rooted relationships with my clients and not just plan FOR them, but WITH them. - Stephanie McElheny, CFP®, EA, ChSNC®™, CFC™
Fee-Only financial planner located in the Denver Metro Area, serving clients not only locally, but across the country.
Stephanie McElheny is a fee-only financial planner at Aspen Wealth Strategies. Aspen Wealth Strategies was created to break down the walls of exclusivity that are common in the world of financial planning and wealth management offices. At Aspen, we believe that regardless of resources or asset size, everyone deserves to be treated with respect, thoughtfulness, and provided with the absolute best client experience possible. As our name implies, we are firmly rooted in relationships and that is at the forefront of everything we do and we always operate with integrity and your success in mind. As a fee-only, fiduciary, and independent financial advisor, we are never paid a commission of any kind, and we have a legal obligation to provide unbiased and trustworthy financial advice.
Stephanie McElheny is the President of Financial Planning & Chief Technology Officer at Aspen Wealth Strategies. A CERTIFIED FINANCIAL PLANNER™ professional with over a decade of industry experience, Stephanie is incredibly passionate about identifying opportunities and implementing comprehensive financial planning solutions for both individuals and businesses. As a Chartered Special Needs Consultant™ an Enrolled Agent, and a Certified Financial Counsler™, Stephanie’s specific expertise includes special needs planning, tax strategies, and financial counseling.
Before joining our team, Stephanie acted as a Director of Financial Planning and a Registered Investment Advisor Representative for both small and large investment management firms. A Pittsburgh native, Stephanie has served as President and Symposium Chair of the Pittsburgh chapter of the Financial Planning Association (FPA), among other roles. She also spent time on the pro-bono committee, offering financial literacy education to seniors, veterans, and underprivileged families.
Currently, Stephanie is a proud member of NAPFA, the FPA, and the FeeOnly network. She also serves in a pro-bono advisory capacity for Family Reach, a non-profit organization dedicated to eradicating the financial barriers that accompany a cancer diagnosis.
Outside of work, Stephanie enjoys spending time with her husband, Steve, and their Corgi fur-child, Myron. She is an outdoor enthusiast who loves hiking, camping, cycling, and snowboarding. Stephanie also takes great pride in cheering on her hometown sports teams and alma mater–the Pittsburgh Steelers, Penguins, and Pirates, as well as the Penn State Nittany Lions.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Stephanie McElheny 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.
We take one of the most complex issues you deal with, investments and financial planning, and we turn that into an enjoyable and personalized process.
Many people may not be aware that a single Aspen tree starts an entire grove. The perseverance, dependability, and longevity that Aspens embody are the same concepts we apply to the individuals and families we work with daily. Integrity and hard work are the fundamentals behind your success—the same fundamentals are woven throughout our practice.
Aspen Wealth Strategies was born out of a strong desire to break down the walls of exclusivity that are common in the world of financial planning and wealth management offices. We believe that regardless of resources or asset size, everyone deserves to be treated with respect, thoughtfulness, and provided with the absolute best client experience possible. As our name implies, we are firmly rooted in relationships and that is at the forefront of everything we do and we always operate with integrity and your success in mind.
If you’re interested in a financial planning partner who will tailor a plan specifically to you and with you, we would love to have a conversation and get to know you better. We closely follow the CFP Boards Guidelines for financial planning, in both our process and the way in which we interact with our clients.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- Special Needs
Ideal Clients
- Growing Families
- Sudden Money Situations
- Novice Investors
- Young Professionals
- Self-Employed
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Stephanie McElheny 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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Stephanie McElheny 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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Stephanie McElheny 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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Stephanie McElheny is an Enrolled Agent (EA) with the IRSAn 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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Stephanie McElheny is a Chartered Special Needs Consultant® (ChSNC®)ChSNC® designees are equipped with the specialized skills needed to help parents and caregivers plan for the future with honesty, ethics and compassion. A ChSNC® can navigate the unique considerations, estate planning, special needs trusts, life insurance, tax deductions, healthcare issues, Medicaid complexities, and the emotional aspects of providing for a loved one with a disability.
Contact Stephanie McElheny
Office Locations:
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8333 Ralston Road
Suite 2
Arvada, CO 80002
