Stephanie C. McElheny,  CFP<sup>&reg;</sup> - Financial Advisor

Stephanie C. McElheny, CFP®

EA, ChSNC™

President of Wealth Planning

Aspen Wealth Strategies

8333 Ralston Road, Suite 2
Arvada, CO 80002
FINANCIAL ADVISOR'S WEBSITE
(303) 421-1113
(720) 696-6324
CONNECT WITH Stephanie
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General

Stephanie McElheny is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Aspen Wealth Strategies in Arvada, CO and the surrounding communities.

Financial Advisor Overview

Made To Be More Than Your Financial Advisor You may have discovered us with a search such as “fee-only financial planner near me,” but that doesn’t capture all that Aspen Wealth Strategies has to offer. Our team was born out of a strong desire to break down the walls of exclusivity that are common in the world of wealth management offices. We believe that we have one employer: our clients. To deliver the best possible experience for them, we hire some of the brightest minds in the wealth management industry and empower them. Everything we do is done with excellence, integrity, and your success in mind.

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Financial Advisor Experience

Stephanie is the President of Financial Planning at Aspen Wealth Strategies as well as a proud “Retirement Adventure Roadmap” guide, helping clients discover their best retirement. 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™ and an Enrolled Agent, Stephanie’s specific expertise includes special needs planning as well as individual and business taxation. 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.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - EA, ChSNC™

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Getting Married, Insurance, Real Estate, Retirement, Life Planning, Startup, Succession Planning, Starting a Family, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources