Stevens Foster Financial Advisors

Stevens, Foster Financial Services, Inc. is a Registered Investment Adviser established in 1988, offering integrated financial services to high net worth individuals. The firm specializes in financial planning, tax planning, risk management, portfolio analysis, and wealth management. They emphasize the integration of these services under one roof to maximize and enhance wealth efficiently. Stevens Foster is an independent firm with a focus on executive benefits and incentives, providing comprehensive financial planning services and investment management without bias towards any financial product. The firm manages $536,252,522 in discretionary assets and $660,761,100 in total assets under advisement as of year-end 2024. Regarding fees, financial planning and tax service fees range from $750 to $25,000, while asset-based fees typically range between .30% and 1.00%. Clients may incur additional costs such as brokerage commissions and transaction fees. Stevens Foster does not charge performance-based fees or engage in side-by-side management to avoid conflicts of interest. The firm exercises investment discretion with client approval and provides detailed methods of analysis, investment strategies, and risk factors for client portfolios. Stevens Foster has no reportable disciplinary events and does not participate in client referral programs. Clients receive quarterly performance reports and account statements directly from the custodian. The firm does not vote client security proxies and has no financial commitments impairing its ability to meet client obligations.