President & CEO, AWS
Wealth Advisor & Planner, RJFS
8333 Ralston Road, Suite 2
Arvada, CO 80002
Andy McClaflin has a vision for the Financial Planning Market. Beginning his career some 14 years ago, he is always guided by his vision to bring investment services, financial planning and a complete wealth planning approach to his clients that benefit every investors’ personalized goals. To Andy, your wealth is not only measured by what your statement balance is, but the progress toward your personal dreams and goals. He values relationships above the sale of any product or service and builds client relationships like they are family.
Andy’s commitment to his craft includes, first, the trust established between client and financial advisor. Throughout his career, those relationships have always been sacred. Secondly, he has aligned his practice with Raymond James Financial Services. He chose Raymond James because of their corresponding dedication to the best interests of clients and their strong reputation as a technology driven, ethical investment planning firm. Lastly, Andy has built Aspen Wealth Strategies from the ground up with a team of like-minded, experienced professionals. The caliber of the Aspen Wealth team is excellent for a firm this size. It is Andy’s singular view that the next evolution of investing will be ruled by customer choice, and he has created Aspen Wealth Strategies to bring that vision to life.
An experienced Accredited Asset Management Specialist® and Chartered Retirement Planning Counselor® himself, he has spent 14 years mastering his craft and seeking out principled colleagues to build the Aspen Wealth team. He is also the author of Retirement Adventure Roadmap, a book that encourages the reader to discover their best retirement. Andy also holds his Series 7, 9, 10, 63 & 66 security licenses, Life and Variable Annuity insurance licenses.
Andy was recently named to the 2018 Forbes list of America’s Top Next-Generation Wealth Advisors, which recognizes advisors from national, regional, and independent firms. Andy debuted at No. 233 nationally and No. 3 in Colorado.
Along with his team at Aspen Wealth, Andy has a very strong commitment to giving back. He is active in the community as a Board of Directors member on the JeffCo Schools Foundation, chairing the Development Committee, and the Arvada Food Bank, serving as Treasurer. Additionally, Andy participates as a member in the Arvada Chamber of Commerce and is a strong parent supporter of Jefferson County Schools.
Andy lives in Arvada, Colorado, with his wife Gina and daughter Arianna.
Andy’s 5 Favorites
Long Walk to Freedom
by Nelson Mandela
Australia and New Zealand
Your Wealth Advisor partners with you to map strategies for you to accomplish Goals that strive to reach Your Financial Purpose. They are:
- Managing Your Financial Team
- Working with You to establish Your Goals, Objectives, and Strategies
- Collaborating with Your Tax Planner, Estate Planning Attorney, Insurance Broker/Company, and Other Financial Professionals
- Developing and Implementing processes, tools, and education material to ensure you are making informed decisions
- Ensuring Your Financial Plan and Your Portfolio stay in sync and on track toward accomplishing Your Goals
Efforts and Courage are not enough without Purpose and Direction.John F. Kennedy
Forbes list of “America’s Top Next-Generation Wealth Advisors/Top Millennial Advisors 2018.” Data provided by SHOOKTM Research, LLC. Data as of 3/31/2018. SHOOK Research considered advisors born in 1980 or later with a minimum of four years of relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Out of 5,832 advisors considered, 1,000 made the final list in 2018.
For more information see SHOOKresearch.com. This ranking is not indicative of advisor’s future performance, is not an endorsement and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. 1Minimum account sizes are general since it can vary depending on a range of circumstances. 2Advisors are judged on individual contribution but total team assets are shown, which can include one or more additional advisors. 3Minimum account sizes are general since it can vary depending on a range of circumstances. To view the entire list, please click here.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment Advisory services offered through Raymond James Financial Services Advisors, Inc. Aspen Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.