CONSORTIUM MEMBER SINCE 2003

Mark Stevens

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.noretirementdoovers.com  



Member Profile

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:  

  • Holds a Bachelor's Degree in finance from George State University
  • Received the 5-Star Wealth Manager Award in 2012, 2014, 2016, 2018 & 2019
  • 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, conflict-free advice and strategies for today’s complex financial climate

Learn more at www.NoRetirementDoOvers.com.

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

  • 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.





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






TOP 25 FIRM
2004-2020

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


RANKED TOP WORKPLACE 2015-2020





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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.