As an independent financial advisor, Mark chose to partner with LPL Financial, the country’s largest Independent Broker/Dealer.* LPL Financial serves to further enrich and enhance the resources available to clients, providing access to unbiased research, non-proprietary investment products and services and the nation’s most highly acclaimed insurance carriers.
We believe Stevens Wealth Strategies offers our clients a clear advantage by bringing the resources of a national firm, LPL Financial, to the local level. This enables our clients to take full advantage of the organizational depth of knowledge, research, talent and expertise to serve the broadest spectrum of client needs.
Through innovative thinking, insightful guidance and practical advice, we provide you with access to vast resources in developing the custom solutions you seek and the unparalleled service you require.