Mark J. Stevens, founder of Stevens Wealth Strategies based in Atlanta, GA, is a retirement income planner and financial advisor who has worked with clients since 1991. Mr. Stevens and his team help clients secure financial well-being for themselves and their families. His thirty-year career in financial services includes the following milestones:
- Holds a Bachelor’s Degree in finance from George State University
- Received the 5-Star Wealth Manager Award in 2012, 2014, 2016 & 2018-2021
- Completed numerous courses on business management, investments, insurance, mutual funds, and personal financial planning matters
- Co-founded the Atlanta Wealth Care Network, an organization centered on helping members’ clients learn to do more independently while also making it easy to connect with other professionals when help is needed, where he currently serves as editor and educator on personal financial planning topics
- Co-founded Integrated Financial Group, a consortium that has been recognized by the Atlanta Business Chronicle and the Atlanta Journal-Constitution as a great place to work, with about 25 other independent advisors (Stevens Wealth Strategies is still a member of the consortium today)
- Offers securities, asset management, and advisory services \through LPL Financial, a Registered Investment Advisor (Member FINRA/SIPC)
- Provides practical, objective advice and strategies for today’s complex financial climate
Learn more at www.NoRetirementDoOvers.com.
Mark J. Stevens, founder of Stevens Wealth Strategies based in Atlanta, GA, is a retirement income planner and financial advisor who has worked with clients since 1991. Mr. Stevens and his team help clients secure financial well-being for themselves and their families. His thirty-year career in financial services includes the following milestones:
- Holds a Bachelor’s Degree in finance from George State University
- Received the 5-Star Wealth Manager Award in 2012, 2014, 2016 & 2018-2021
- Completed numerous courses on business management, investments, insurance, mutual funds, and personal financial planning matters
- Co-founded the Atlanta Wealth Care Network, an organization centered on helping members’ clients learn to do more independently while also making it easy to connect with other professionals when help is needed, where he currently serves as editor and educator on personal financial planning topics
- Co-founded Integrated Financial Group, a consortium that has been recognized by the Atlanta Business Chronicle and the Atlanta Journal-Constitution as a great place to work, with about 25 other independent advisors (Stevens Wealth Strategies is still a member of the consortium today)
- Offers securities, asset management, and advisory services \through LPL Financial, a Registered Investment Advisor (Member FINRA/SIPC)
- Provides practical, objective advice and strategies for today’s complex financial climate
Learn more at www.NoRetirementDoOvers.com.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
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Integrated Financial Group 200 Ashford Center North Suite 400 Atlanta, GA 30338
TOP 25 FIRM
2003-2021
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2015-2022
Top 25 Firm
2003-2021
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2015-2022
Securities and Advisory services offered through LPL Financial, a registered investment adviser. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment adviser or IFG Advisory, LLC, a registered investment adviser. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.