Stevens Wealth Management LLC, now part of Buckingham Strategic Wealth, is a team of dedicated and experienced financial advisors based in Deerfield, IL. With a client-centered approach, they collaborate with individuals and families to provide innovative solutions to their financial questions. As fiduciaries and fee-only advisors, they prioritize their clients' best interests and offer comprehensive services, integrated tax solutions, and business solutions to help clients achieve their financial goals.
With a focus on creating tax-efficient portfolio strategies and running detailed cash flow projections, the team at Stevens Wealth Management LLC helps clients determine how much to save, spend, and give to others. Serving high-net-worth families in Chicago and nationwide since 2000, their mission is to provide a highly personalized experience that aligns with their clients' values. As part of Buckingham Strategic Wealth, they operate with integrity and do not receive commissions or referral fees, ensuring that their recommendations are solely based on what is right for their clients.
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