RESOURCE CENTER

Financial Education

From success to legacy

"On the Circuit" Podcast

“On the Circuit” is a podcast hosted by Johnny Sandquist from Three Crowns Marketing, featuring guests from various industry conferences. In a recent episode, David Stevens, President and Founder of Stevens Capital Partners, attributed his firm’s significant growth during the pandemic to its employees.

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Market Commentary

Cutting Through The Noise: December 2023

In the final Federal Reserve meeting of 2023, an optimistic shift in interest rate projections was positively received by the market. The job market showed resilience with growth and a decrease in unemployment, boosting consumer sentiment despite inflation concerns. Retail sales in November exceeded expectations due to lower gasoline prices, contributing to increased consumer spending. However, concerns arose from a noticeable increase in credit card balances. Despite challenges and risks, the overall economic outlook remains hopeful. Amidst these dynamics, it’s crucial to maintain a long-term financial plan.

Market Commentary

Cutting Through The Noise: January 2024

Stevens Capital Partners is committed to keeping clients informed about the current market trends. Key areas of focus in this market commentary include the job market, wage growth, inflation, and potential volatility. Despite market dynamics, Stevens Capital Partners emphasizes the importance of adhering to long-term financial plans.

In The News

Financial Planning: David Stevens on The Power of Mentoring and Diversity in Financial Services

Commonwealth Financial Network has launched the Talent Exchange Initiative to connect students from universities offering CFP® programs with its advisors, addressing the anticipated retirement of many financial advisors in the next decade. David Stevens, Founder of Stevens Capital Partners, emphasized the importance of recruiting from historically Black colleges to address underrepresentation in the industry. A strong believer in mentorship, Stevens is dedicated to helping young professionals, especially those from minority backgrounds, enter financial services.

In The News

Financial Planning: David Stevens on Building a Billion-Dollar Firm

Financial Planning David Stevens, founder of Omaha-based investment advisory firm Stevens Capital Partners (SCP), was recently highlighted in Financial Planning for his business growth strategy. SCP, founded in 2020 with 100 clients and $100M in assets, now boasts 300 clients and $240M in assets, aiming for $1B by 2026. Stevens' wife, Natalia, serves as the firm’s operations director, sharing his vision for SCP's future and dedication to their clients. The article praises SCP's exponential growth and the couple's unwavering commitment to their clients' success.

In The News

The Midlands Business Journal: Stevens Capital Partners Featured for Exponential Growth

Stevens Capital Partners (SCP), an independent financial advisory firm, was recently featured in the Midlands Business Journal. The article highlighted SCP's significant growth over the past three years and its role as a trusted partner for clients in Omaha and nationwide for their financial planning and investing needs. The firm takes pride in its recognition in a local publication that keeps the community updated on business matters in Greater Omaha, Lincoln, and Council Bluffs.

In The News

Edge Magazine: David Stevens Discusses his RIA and Delighting Clients

Stevens Capital Partners, formerly Purposeful Wealth, was recently featured in Edge Magazine. The firm, founded by David Stevens, began 20 years ago when Stevens started in the financial industry. Now a Registered Investment Advisor, Stevens Capital offers comprehensive financial planning and wealth management services. The Omaha-based, fee-only advisory firm has seen significant growth due to its commitment to clients and exceptional service. The firm also pledges 10% of net profits to charity, setting it apart in the industry.

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Investment advice offered through Stevens Capital Partners℠, Inc., a Registered Investment Advisor with the SEC (Securities and Exchange Commission). Client Relationship Summary

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. When you link to any of the websites provided here, you are leaving this website. The information and opinions contained in any of the material requested from this website are provided by third parties as well. They are for informational purposes only and are not a solicitation to buy or sell any product mentioned. We make no representation as to the completeness or accuracy of the information provided by these third party websites or third party materials.

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Financial Education

From success to legacy

"On the Circuit" Podcast

Cutting Through The Noise: December 2023

Cutting Through The Noise: January 2024

Financial Planning: David Stevens on The Power of Mentoring and Diversity in Financial Services

Financial Planning: David Stevens on Building a Billion-Dollar Firm

The Midlands Business Journal: Stevens Capital Partners Featured for Exponential Growth

Edge Magazine: David Stevens Discusses his RIA and Delighting Clients

At Stevens Capital PartnersSM

At Stevens Capital Partners^SM