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November 12, 2024
Aspen Wealth Management is delighted to announce that three of their advisory team members have been awarded to D Magazine’s Best Financial Planner 2024 list. In addition, the firm has been recognized as a Top Wealth Manager for the Dallas-Fort Worth area.
President and Senior Advisor Helen Stephens, CFP®, EA, alongside Director of Financial Planning Candace Scholz, CFP®, MS, MHA, and Chief Investment Officer Nathan Davis, CFP®, CFA, have all been recognized individually under the Best Financial Planner category. With a combined experience of over 50 years within the financial services industry, the Aspen team brings a wealth of knowledge to serve their clients with customized financial strategies.
“Our team is thrilled to be recognized by D Magazine again,” said Helen Stephens, CFP®, EA, President and Senior Advisor. “To be included in an award that our peers vote on makes it an extra special honor.”
D magazine originally started as a city magazine publisher in 1974. Today, the brand lives in many formats, including online, print, custom content, and as an events company. D magazine serves all communities in and around Dallas to make it an even better place to live, work, and play. An online ballot of every CERTIFIED FINANCIAL PLANNER® professional in the Dallas-Fort Worth Chapter of the Financial Planning Association was used to compile the Best Financial Planners list. Advisors were invited to name peers they consider the most skilled and experienced financial planners in the industry. Self-nominations were not considered. A panel of esteemed local financial planners reviewed the final list of CERTIFIED FINANCIAL PLANNER® professionals. The Top Wealth Managers were selected based on the following criteria: top firms or teams must have total assets under management for individual clients of at least $100million; average assets under management per client of at least $1 million; a 95 percent client retention rate over the last two years; and no current disciplinary actions. Additionally, they must have existed for at least five years and hold themselves out as fiduciaries for their clients.
No compensation was paid directly or indirectly to obtain or market these awards.