
Stevens Capital Partners (Certified Financial Planner)
SerdenID : PRO-20251117-15755
About Company
Stevens Capital Partners is an Omaha-based, fee-only, SEC-registered investment advisory firm that provides personalized wealth management and comprehensive financial planning for high-net-worth families, business executives, professional athletes, institutions, churches, and non-profits; Stevens Capital Partners offers services including financial planning, estate planning, investment planning, retirement planning, and tax planning, is led by President David Stevens, commits 10% of profits to the community, and focuses on objective, fiduciary advice to help clients build lasting legacies.
Service Category
Area Served
Contact Info
Address
15514 Spaulding Plaza Suite D02, Omaha, NE 68116
- Phone Number(402) 251-5800
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