In The News

Edge Magazine: David Stevens Discusses his RIA and Delighting Clients

We were honored to have our firm, Stevens Capital Partners,  featured in the June edition of Edge Magazine and invite you to read the full article on the publication’s website to learn more about the history of our firm, which started with our founder, David Stevens, starting his journey in the financial industry 20 years ago when he interviewed in borrowed clothes for a job in the mail room of a major financial institution.  Fast forward to June of 2023 and Stevens is now the founder of his own Registered Investment Advisor which provides comprehensive financial planning and wealth management services.  

Stevens Capital Partners, formerly known as Purposeful Wealth) is fee-only advisory firm that always acts a fiduciary and “partners” with clients on all aspects of their financial journey.  Based in Omaha, Nebraska, the firm has grown exponentially in size, even during difficult market conditions, in large part to the depth of the relationships they maintain with clients and their commitment to always putting clients’ interests first and exceeding client expectations through exceptional service.  Additionally, Stevens Capital Partners is dedicated to the community and pledges 10% of their net profits to charitable causes, which uniquely differentiates them in this industry.  

Read the article at Edge Magazine to learn more about our story and how we work with our clients.



This material is intended for educational purposes only. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost.

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Stevens Capital Partners is an SEC-registered investment advisor. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Forward-looking statements do not guarantee future results. They involve risks, uncertainties, and assumptions, there can be no assurance that actual results will not differ materially from expectations. Past performance is no guarantee of future results. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission from Stevens Capital Partners. 

Investing involves risk, including possible loss of principal. Early-stage venture investments are high-risk investors that provide a wide range of potential financial returns to investors. Bonds and bond funds will decrease in value as interest rates rise. High-yield bonds involve greater risks of default or downgrade and are more volatile than investment-grade securities, due to the speculative nature of their investments. In addition to the normal risks associated with investing, international investments may involve risk or capital loss from unfavorable fluctuation in currency values, differences in generally accepted accounting principles or from social, economic, or political instability in other nations. Emerging markets involve heightened risks related to these factors as well as increased volatility and lower trading volume. Real estate investments are subject to changes in economic conditions, credit risk, and interest rate fluctuations. 

The views contained herein are not to be taken as advice or recommendation to buy or sell any investment in any jurisdiction. Any forecasts, figures, opinions or investment techniques and strategies set out are for information purposes only, based on certain assumptions and current market conditions, and are subject to change without prior notice. All information presented herein is considered to be accurate at the time of the output, but no warranty of accuracy is given and no liability in respect of any error or omission is accepted. It should be noted that the value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements and investors may not get back the full amount invested. Both past performance and yield may not be a reliable guide to future performance. 

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At Stevens Capital PartnersSM

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

We listen. We strategize. We engage. We resolve issues.