Aspen Wealth Management Opens Doors to New Location in Southlake

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Aspen Wealth Management, a fee-only financial planning firm based in Fort Worth, Texas, is pleased to announce the official opening of its second office location in Southlake, Texas.

Aspen Wealth Management, a fee-only financial planning firm based in Fort Worth, Texas, is pleased to announce the official opening of its second office location in Southlake, Texas.

Founded in 2011, by Helen Stephens, CERTIFIED FINANCIAL PLANNER™, this expansion will help the firm further its mission to be a trusted partner providing comprehensive financial planning and wealth management to help clients achieve life balance and peace of mind. They strive to help clients live their best lives today without sacrificing their tomorrows.

“We are committed to providing individuals and families with personalized guidance on all aspects of their financial lives,” says Stephens. “We’ve been honored to work with families in the Fort Worth area for a decade now and the team is excited for the opportunity to become part of the Southlake community.”

As a fee-only firm, the advisors at Aspen Wealth Management do not work on commissions. This allows the firm to remain completely free of conflicts of interest. They have a fiduciary duty to put the client’s needs first, and their fee-only structure ensures objectivity. Clients who go through the Aspen financial planning process feel confident, prepared, and empowered about their financial futures.

About Aspen Wealth Management
Aspen Wealth Management is a fee-only financial planning firm based in Fort Worth and Southlake, Texas that operates in a fiduciary capacity to serve pre-retirees, high-income young professionals, divorced/widowed women, small business owners, and business owners looking to exit. The firm performs comprehensive financial planning with personalized guidance on all aspects of each client’s financial life. Their years of combined experience and certifications in financial planning allow their advisors to take an academic-based approach to financial planning, ultimately allowing their clients to make informed financial decisions. They can be reached at 817.546.6353 or on the web at http://www.aspenwealthmgmt.com.

© Aspen Wealth Management

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If you would like more information, please contact Olivia Maynes at 817-546-6353 or email at olivia@aspenwealthmgmt.com.

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Olivia Maynes