Stephanie McElheny

Aspen Wealth Strategies

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Aspen Wealth Strategies


Stephanie is the President of Financial Planning at Aspen Wealth Strategies. A CERTIFIED FINANCIAL PLANNER™ professional with over 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.

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.