Forbes Names Aspen Wealth Strategies’ Andy McClaflin One of The Nation’s Top Next-Gen Wealth Advisors

Andy McLaflin, Aspen Wealth Strategies

Aspen Wealth Strategies’ Founder and Chairman, Andy McClaflin, has been 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. (To view the entire list, please click here.)

Said Andy of this prestigious honor: 

“I may have been the one named in the article and on the list, but there is no doubt in my mind or that of our clients’, that I could not have done this without our team at Aspen. I’m very proud of the work they do and their commitment to our clients’ long-term success.”

Andy, who manages more than $265 million in client assets, offers his clients comprehensive financial planning, asset management, business owner services, and exceptional communication & experience.

If you are interested in setting up a complimentary consultation with Andy and his team, you can contact him here.

If you’d like to read more, you can access additional financial planning articles, as well as market & economic updates, here.

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.

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.

About the Author
Stephanie McElheny, CFP®, EA, ChSNC™

Stephanie McElheny, CFP®, EA, ChSNC™

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Stephanie is a Wealth Planner and Vice President at Aspen Wealth Strategies. A Certified Financial Planner™ professional with close to 10 years 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. Stephanie also holds Series 7, 66, and Life, Accident, and Health licenses.Prior to joining Aspen Wealth Strategies, Stephanie has acted as a Director of Financial Planning and a Registered Investment Advisor for both small and large investment management firms. 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.Outside of work, Stephanie enjoys spending time with her husband, Steve, and their corgi, 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 and the Penn State Nittany Lions.

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