STEVENS FOSTER FINANCIAL ADVISORS
SEC RegisteredThe key to our singularity lies in our integration of all the disciplines of wealth management under one roof.
About the firm
Stevens Foster Financial Advisors assists busy, high-net-worth individuals, business executives, and small business owners with a unique combination of services to maximize and enhance wealth efficiently and effectively. The firm integrates all disciplines of wealth management under one roof, combining investment choices, future planning, and income structuring to minimize taxes.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personal financial planning, investment planning, tax planning and preparation, risk management and insurance, retirement planning, estate planning, asset protection and insurance, stock options, children's education, charitable giving, and business succession
Who they serve
Busy, high-net-worth individuals, business executives, and small business owners
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 181 | $58M |
| High Net Worth Individuals | 151 | $692M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
100 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. STEVENS FOSTER FINANCIAL ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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