Stevens Foster Financial Advisors

Stevens Foster Financial Services, operating as Stevens Foster Financial Advisors, is an independent registered investment advisor founded in 1988 in Bloomington, Minnesota. The firm offers comprehensive wealth management designed for high-net-worth individuals, corporate executives, small business owners, and family trusts. Stevens Foster integrates multiple disciplines under one roof, combining financial planning, income and estate tax planning, risk management, portfolio analysis, and tax return preparation. The firm has a particular specialty in executive benefits, helping corporate officers maximize their stock options, restricted stock, 401(k) plans, pensions, and deferred compensation. Stevens Foster builds customized, diversified investment portfolios using an in-house research team and utilizes external due diligence for traditional and alternative strategies. Fees for financial planning and tax services are typically charged as fixed or hourly fees, while investment management is billed as an ongoing percentage of assets under management.