MARK STEVENS ADVISOR PAGE

Mark Stevens

Stevens Wealth Strategies

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CLIENT VISION

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:

  • Received the 5-Star Wealth Manager Award in 2012, 2014, 2016 & 2018-2021
  • 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)

 

Learn more at www.NoRetirementDoOvers.com.

AREAS OF EXPERTISE

  • Provides practical, objective advice and strategies for today’s complex financial climate
  • Offers securities, asset management, and advisory services \through LPL Financial, a Registered Investment Advisor (Member FINRA/SIPC)
  • 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

EDUCATION/CERTIFICATION

  • Holds a Bachelor’s Degree in finance from George State University
  • Completed numerous courses on business management, investments, insurance, mutual funds, and personal financial planning matters

OUTSIDE THE OFFICE

Chris spends his free time with his wife and two children, Davis and Harper. They are involved with their local PTO and community social boards, as well as youth sports programs. Chris and his wife Aliana also enjoy yoga and competitive tennis.

“Being a member of Integrated Financial Group’s Consortium provides DH Christopher Wealth Management with competitive advantages that benefit our clients.”

– Christopher L. Jones

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.