Stephanie McElheny (CFP®, EA)

Stephanie McElheny focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • LGBT Couples and Families
  • Special Needs Planning
  • Tax Planning

Planning Specialties

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.

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.

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.

Additional Information

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.

NAPFA Start Date

January 20, 2021

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This Office

4770 Baseline Rd Ste 110 Boulder, CO 80303-2667 Phone: (303) 421-1113

Other Offices

8333 Ralston Rd Ste 2 Arvada, CO 80002-2355 Phone: (303) 421-1113