Aspen’s Nathan Davis, named 2024 Best Financial Planners by Financial Planning Association and Money

Aspen Wealth Management are thrilled to announce that Nathan W. Davis, CFP®, CFA, was named to the 2024 Best Financial Planners list by the Financial Planning Association (FPA) in partnership with Money. The list of 80 advisors from across the country was unveiled at the FPA Annual Conference in September in Columbus, Ohio.

With more than 1,000 entries from FPA members, who completed a 35-question survey, the final list consists of planners who achieved a score that converted to at least 4 out of 5 stars in the areas of qualifications, services and specialties, trust and customer service.

“We are delighted that Nathan has been recognized on this inaugural list,” said Helen Stephens, CFP®, EA, President and Senior Advisor. “It is a well-deserved achievement to be ranked alongside his peers.”

The Financial Planning Association is a trade association and membership organization that represents more than 17,000 financial planners across the United States. Money was founded in 1972 as a print magazine to help people learn personal finance strategies. Today, the team provide up-to-date news and educational resources through in-depth articles, free weekly newsletters and instructional online videos.

For more information on the methodology.

To view the full list.

Awards and ranking disclosures found here.