Stevens Capital Partners featured in Inc. – Redefining wealth with purpose by helping clients pursue meaning, not just money. Read the article

Guiding You from Success to Legacy

RECOGNIZED FOR GROWTH AND EXCELLENCE

2026 INC. 5000
America’s Fastest-Growing Private Companies

2026 Forbes Best-In-State
Wealth Advisors

RECOGNIZED FOR GROWTH AND EXCELLENCE

2026 INC. 5000
America’s Fastest-Growing Private Companies

2026 Forbes Best-In-State
Wealth Advisors

We serve clients nationwide from our office in Omaha

Our clients cover a broad spectrum but are mostly high-net worth families, business executives, professional athletes, institutions, churches, and non-profits. They rely on us for wealth management, comprehensive financial planning, and our ability to strategize with them on matters within and outside their financial needs.

Exceeding the expectations of our clients is too low a bar for us. We strive to delight.

AS SEEN ON

Guiding families, businesses, and institutions with clarity and discipline.

Rooted in the Midwest and serving clients across the country, our team partners with high-net-worth families, executives, business owners, and institutions to deliver thoughtful wealth strategy and comprehensive planning.

We are “fee-only.” We are paid only by our clients. We don’t receive commissions for recommending investments. We are 100% objective.

The person providing this testimonial is currently a client of Stevens Capital PartnersSM, and the Advisor directly solicited the statement. Stevens Capital Partners has not provided any compensation for and has not influenced the content of the testimonials shown. To our knowledge, no other conflicts of interest exist regarding these testimonials.

We believe success is measured not by what we’ve earned

But by how many people are better off because we lived. We are grateful to have the opportunity to help those who need assistance. We believe it’s our responsibility to do so. We have pledged to contribute 10 percent of our profit to the community. It’s a small commitment today that can make a huge impact tomorrow.

What is your why? typed on a sheet of paper in a vintage typewriter, symbolizing purpose and values in financial planning.

Stevens Capital Partners Named to the 2026 Inc. 5000

Growth can be measured in many ways. For us, the most meaningful measure is what that growth allows us to

David Stevens

Beyond the Rollover: Making the Most of an Old 401(k)

An old 401(k) can be easy to ignore. But for individuals with substantial wealth, leaving it untouched or moving it

Michele Prell

Markets Keep Finding a Way

What Happened August gave investors plenty to debate, but markets mostly kept doing what they have done all year: finding

Stevens Capital Partners logo, blue and white design.

Stevens Capital Partners

We listen. We strategize. We execute.

Our services aren’t limited to traditional financial planning and wealth management. We are your “partners” and a trusted resource for all your needs.

FPA logo representing the Financial Planning Association, emphasizing professional investment guidance and wealth management services.
XY Planning Network logo
CFP logo representing Certified Financial Planner certification, relevant to Stevens Capital Partners' investment advisory services.
Forbes Best-in-State Wealth Advisors 2026 badge highlighting Stevens Capital Partners' recognition in wealth advisory services by SHOOK Research.
CFA Institute logo
Inc. Regionals 2025 logo highlighting Stevens Capital Partners' recognition in the Midwest, emphasizing growth and investment services.
Logo of Exit Planning Institute featuring the acronym EPI, surrounded by laurel leaves and a stylized sunburst, representing professional development in exit planning and wealth management.
Admitted to practice before the IRS, Enrolled Agent certification logo emphasizing tax expertise and financial guidance for Stevens Capital Partners' wealth management services.
Certified Tax Representation Consultant (CTRC) logo, emphasizing professional certification in tax advisory services relevant to wealth management and investment guidance.
Inc. 5000 logo representing America's fastest-growing private companies, highlighting Stevens Capital Partners' recognition on the Midwest list.
AdvisorHub Advisors to Watch RIAs 2025 logo, emphasizing wealth management and financial advisory services for high-net-worth clients.

Awards & Recognition