Aspen Wealth Management is an independent, fee-only financial advisory firm headquartered in Fort Worth, Texas, with an additional office in Southlake. Founded in 2018 by Helen Barbre-Stephens, a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent, the firm specializes in comprehensive financial planning, investment management, tax and estate planning, and retirement strategies. Aspen Wealth Management serves high-net-worth and aspiring high-net-worth individuals and families, acting as a “personal CFO” to integrate all aspects of their clients’ financial lives. The firm manages approximately $509.6 million in assets across 334 client accounts, with an average client balance of $1.5 million. Known for its fiduciary commitment, Aspen Wealth Management emphasizes personalized, conflict-free advice to help clients achieve financial confidence and security.