CONSORTIUM MEMBER SINCE 2003

Mark Stevens

CFP®, ChFC

Stevens Wealth Strategies
200 Ashford Center, Suite 400
Atlanta GA 30338

Phone  |  770-353-6354
Fax  |  770-353-6338
E-mail  |  mark@stevensws.com
www.stevenswealthstrategies.com  



Member Profile

Client Vision

Mark Stevens is a seasoned financial services practitioner with 20 years’ experience. His focus is helping clients organize their money and prepare for critical financial events with retirement income strategies, along with providing comprehensive financial and estate planning, including asset management and insurance planning services. Mark has a passion for helping clients discover, pursue and crystallize their visions of retirement. He believes it takes time to get to know a client and their preferences, and it is time well spent. His quest for sterling quality service and advice to folks nearing or in retirement combined with extensive financial training lend to his genuine gift for guiding people through the complexities related to retirement income planning, estate planning and general financial planning.


Areas of Expertise

  • Organizing Clients Money with Stage I, II, & III Financial Event Planning (on a fee basis)
  • Retirement Income & Distribution Planning
  • Estate Planning & Tax Strategies
  • College Funding Strategies
  • Insurance Planning & Analysis
  • Comprehensive Financial Consulting
  • Independent Investment Advice & Implementation


Education/Certification

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Chartered Financial Consultant (ChFC)
  • Bachelor of Business Administration, Major in Finance, Georgia State University
  • Financial Planning Association Member since 1996
  • Foundation for Personal Financial Education (FPFE) Member
  • Featured Speaker for CPA Continuing Education Programs
  • Chapter Director for FPFE—A non-profit 501c3 organization dedicated as a speakers bureau for Fortune 500 companies and other organizations nationwide; conducts educational workshops on Financial Awareness on a complimentary basis


Outside The Office

Mark resides in Gwinnett County where he enjoys spending time with his three boys. With an endless passion for life and learning, Mark keeps his body, mind and spirit strong and vibrant through reading, exercise, weight lifting, mountain biking, golf, and Texas Hold’Em tournaments around town. He stays spiritually connected by volunteering at and attending his Church, community and neighborhood events.





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TOP 25 FIRM
2004-2017

Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


RANKED TOP WORKPLACE 2015-2018





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Integrated Financial Group. All Rights Reserved.

DISCLOSURE: Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. 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.