8194 Liberty Way
Our business is built on a foundation of thoughtful client relationships. As a Dave Ramsey SmartVestor Pro, our passion is to walk with our clients as they strive towards financial freedom. Whether you are just beginning your journey, are well on your way, or you are now enjoying the fruits of your hard work, we are there to help you every step of the way.
Years of experience have prepared us to guide you through your life transitions.
We create strategies that are tailored to your needs and goals.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Stevens Investment Group or LPL.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Stevens Investment Group has been serving the Cincinnati and Dayton areas for more than a decade. John and his team of professionals have the hearts of teachers, explain the "whys" behind the planning process, and help people gain the clarity and confidence to pursue their long-term goals. It's important for us to learn about a person's values, goals, dreams, and ambitions before we suggest any approach. We can help identify potential roadblocks and uncover hidden opportunities.