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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

As a Chartered Special Needs Consultant™ an Enrolled Agent, a Chartered Securities Market Analyst®, and a Certified Financial Counselor™, Stephanie’s specific expertise includes tax strategies, investment management, special needs planning, and financial counseling. Stephanie has also earned her Affirming Advisor™ designation from the Psychology of Financial Planning institute.

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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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

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