513.755.7536 Stevens Investment Group was opened on August 16, 2006 by John Stevens. John had been an advisor for years when he recognized a need in the financial industry for true education that was not product driven. In 2005, he first heard Dave Ramsey on the radio and realized that Dave’s principles aligned with his own. John believes that the financial advisor should be there to Educate the client on investing, Empower them to take control of their finances and Elevate them to reach their financial goals.
After being designated as a Dave Ramsey Endorsed Local Provider in 2006, John began meeting with clients to educate them about investing and following the Dave Ramsey Baby Steps to strive toward financial freedom. We hear every day from clients how they are gaining control of their finances, getting out of debt and saving to reach their goals.
Stevens Investment Group works at helping you get clarity around your financial future. We offer access to a wide variety of investment products and services for people at all stages of life. Whether you’re planning for retirement, investing an old 401K, contributing to a college fund, or building that extra nest egg, we can advise on strategies for your family.