200 Ashford Center North, Suite 400
Atlanta, GA 30338
770.353.6354 phone | 770.353.6338 fax

Mark Stevens

Mark Stevens


Mark Stevens is a seasoned financial services practitioner with 25 years of industry experience. He focuses on helping clients live their ideal lifestyle by organizing their money and preparing for critical wealth events.

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Practice Focus

  • 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

Certification / Education

  • Chartered Financial Consultant
  • BBA – Major in Finance, Georgia State University


  • Integrated Financial Group: A consortium of nearly 50 independent advisors
  • WealthCare Network
  • The Society for Financial Awareness (SOFA)
  • Joined FPA in 1996
  • Income for Life Model Advisor

Media Resource

  • Chapter Director for SOFA – 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
  • Featured Speaker – CPA continuing education programs

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, FL, GA, NC, PA, SC, TN, VA.
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