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Independent, Objective,

Fee-based Financial Planning.

Big Firm Resources. 

Small Town Service.



The Simple Choice for Complex Financial Matters


  • Do today's financial markets have you baffled?

  • Are you willing to gamble a lifetime of wealth on your intuition about what happens next? 

  • Would you benefit from a free deep dive into your portfolio or retirement plan?


Schedule a Consultation Review Today

We invest massively in the most 

sophisticated tools in the industry. 

Does your planner have access to?:

  • Morningstar?

  • Riskalyze?

  • Black Diamond?

  • MoneyGuidePro?

  • Veo One?

Client Portal

Financial Planning
For every phase of your life.

Forward Thinkers

The most important factors in achieving financial success are time, consistency and discipline. Now accepting applications for those who are ready to get serious today- not 'someday.'

Pre-Retirees

The period immediately preceding retirement can be crucial, with mistakes having enormous consequence. With more than 14 years of experience, we've been down this road a time or two. Allow us to design your roadmap.

Retirees

You have fought the good fight, you have finished the race. Now is the time to sit back, re-evaluate and pivot towards a new set of priorities and opportunities. Our sole obsession is creating financial plans built to stand the test of time.

We have one mission:
To build and preserve wealth.

We have very little interest in being the largest financial firm in our community. Big sometimes just means generic, over-priced and rife with conflicts of interest. Our independence and objectivity allows us to deep, not wide.


Bart Stevens Photo

Bart Stevens

Certified Financial Planner
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Bart has worked in the financial services industry for almost 20 years. He started as a management consultant for KPMG Consulting, working with Fortune 100 companies like Honda, AT&T and Wells Fargo, before making the leap from corporate to personal finance as an advisor with Edward Jones Investments. He founded his own firm at age 26 with zero clients and working out of a one-bedroom 600 sq ft apartment, and now manages more than $70M in assets. He merged his practice with David in 2013.

Bart is considered "the surgeon" of Mayfield Stevens, leveraging his engineering and economics background to focus on investment management and financial planning. Bart has achieved the prestigious Certified Financial Planner™ designation and devotes most of his energy towards meeting with clients to develop and manage their portfolios and plans.

Bart spends most of his time outside of the office... working... but occasionally finds time to pursue his passion for both endurance sports and adventure travel. He also holds multiple advanced personal training degrees while coaching endurance athletes worldwide under his Delphi Human Performance Systems brand. He is a eight-time IRONMAN® triathlon finisher.



Doris Elkins Photo

Doris Elkins

Office Manager
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DORIS@STEVENS-WEALTH.com


Doris joined the team in 2018 as the office manager and is the linchpin of our entire operation. She manages everything that does require a securities licence and virtually every client request, inquiry or update crosses her desk. Before coming on board, she spent her career at Security State Bank & Trust and National Car Sales.

Her work ethic, organization, fanatical attention to detail and customer-focus makes her an indispensable member of our office. She manages calls, appointments, account management, meeting follow up tasks and all matters of office efficiency.

When she's not balancing her myriad office responsibilities, Doris enjoys improving her home and spending quality time with family and friends. 


Jason Nowlin Photo

Jason Nowlin

Paraplanner
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Jason is a recent graduate of Texas A&M University, where he studied finance and economics. He acquired additional experience working as an audit intern and risk consultant for EY while working with clients such as BP and AT&T. Jason also sharpened his focus within personal finance by working at the Money Education Center at A&M to help educate and advise fellow students on how to reach their financial goals.      

Jason will be taking on a number of support roles at Stevens Wealth Management, supporting advisors so they can focus on more and greater value-added activities for as many clients as possible. He will be engaging with clients both before and after appointments, while assisting in the development of models as well as investment and performance reports. He will also be managing several internal projects that allow the firm to continue running both efficiently and effectively.  

He is currently working towards becoming a public-school teacher in the future, but for now is enjoying time spent back in Kerrville with family.

We're a small boutique investment firm with a primary focus- retirees and those nearing retirement in the Texas Hill Country. If you're seeking more plan than product, more planner than salesman, give us a call.

Analyst. Quarterback. Planner.
Counselor. Advocate.

Markets can sometimes appear volatile, irrational and merciless. This is no place for Do-It-Yourself.
Are you willing to risk your savings by walking the path alone?
Let us show you what professional money management looks like.

Investments

The quantity and quality of investments can be overwhelming and intimidating. The perfect solution for one person can be inferior or even detrimental to another. We can evaluate your risk tolerance, time horizon and investor profile to help identify the right instruments for your financial goals


Education

We have spent decades studying and interpreting financial markets, through all the market cycles. We relish the opportunity to introduce modern investing concepts to others. A teacher's heart pervades all of our interactions and we work hard to ensure our clients understand and feel at ease with what they own, and why they own it.


Plans

Sometimes, investors can become so focused on the investments that they lose track of the bigger picture. We have developed a formal, transparent and reliable process of translating assets into long-term goals like retirement, college education, risk management and estate planning.




As a fee-only and fiduciary firm, providing you with the knowledge and resources you need to be successful is what we do best. Without commission incentives and conflicts of interests in the picture, we’re able to deliver recommendations that solely serve your best interests. There’s a lot of technical jargon in this industry, and we want to make sure the solutions we create are easy-to-understand so you can apply our insights throughout your day-to-day life.

We are firm believers that anything is possible, and whatever challenges that come up along the way simply exist to guide us in the right direction. When it comes to financial planning, you can only be so proactive. However, by putting strategic measures into place, you’re able to overcome any issues and obstacles with ease and confidence. Explore the different scenarios you might find yourself in — and the solutions we would recommend.

Situation

Solution

You need some hands-on guidance on which investment strategies are right for you.
Investment Management
Accomplish your short- and long-term objectives with an investment portfolio tailored according to your unique risk profile.

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You’re in the middle of your career, just started a family and have assets all over the place that need some organization. 
Retirement Planning
Social Security, pension, stocks and more. We’ll identify all potential sources of income so you can look forward to your life past.

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You’ve recently started your own business and want to make sure you’re staying ahead of any future tax liabilities. 
Tax Planning
Feel confident once filing season comes around with a strategic tax planning approach that keeps your numbers in order so no detail falls through the cracks.

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Our knowledge and insight into the stock market enables us to craft an investment portfolio uniquely tailored to you. Through ongoing collaboration and monitoring, our team is able to discover new avenues for you to invest your wealth and accomplish your goals. In addition to managing your investments, we’ll educate you on the rationale behind each investment decision so you’re well-versed in the logic of our approach.  

When you work with us, we will:


Identify Your Short- and Long-Term Objectives
As these objectives change, we’ll strategically adjust our approach according to the current state of the market so you continue to generate returns. 

Determine Your Optimal Risk Tolerance
Through a series of questions, we’ll pinpoint the exact amount of risk needed for you to achieve your goals and remain confident in our services. 

Follow a Timeline That’s Right For You
After outlining your objectives, we’ll design a strategy that aligns with your optimal timeline for achieving your returns.  

Whether you’re five years away from retirement or 20 years away from retirement, we’ll help guide you through the steps necessary to secure enough assets for your optimal retirement lifestyle. After evaluating your current financial situation, we’ll identify the income sources and opportunities that are most advantageous for you as you prepare for your life past employment. 

Our retirement planning services involve:


Reviewing
Your investment strategy and ensuring you’re investing your wealth in the stocks that best align with your objectives.

Optimizing
Your spending habits so you continuously make decisions that benefit your broader financial picture. 

Identifying
Potential income streams and ways you can continue to contribute to your nest egg while still securing the basic necessities.

You don’t have a choice about paying taxes, but you can avoid making the mistake of overpaying them. While it’s hard to imagine anyone intentionally paying too much in taxes, the IRS estimates that more than one billion dollars is overpaid in taxes each year. That’s no surprise when tax laws change every year—even in years when no major tax legislation is enacted.

How much of that money is yours? Wouldn’t you rather see those funds in your bank account or put aside for your retirement or other financial goals?

Do you want to reduce your tax burden? Do you want to increase your assets? We can help!

We specialize in personal income tax preparation and planning and will identify the tax-saving approaches that apply to your situation. We work with you throughout the year, not just when it’s time to prepare your return.

Do you want to find out how you can reduce your tax burden?

You might be able to save on taxes by:

  • Restructuring your investment portfolio to produce a higher after-tax return
  • Shifting income to dependents in a lower tax bracket
  • Claiming appropriate home office deductions
  • Maximizing qualified plan and IRA contributions
  • Identifying all the deductions that apply to your small business

If you’re like most people, your taxes represent one of your largest annual expenses, yet often little or no planning is done to minimize your tax bill. Careful tax preparation and planning can free up money that you can use to achieve your goals. As personal income tax specialists, we will help you aggressively pursue every deduction you are lawfully entitled to.

Would you worry less if you had more money to save toward your goals? Discover how much more money you could be keeping for yourself and your future. Contact us today for a no-cost review of your prior three years’ tax returns.



The best time to get serious about your finances was 20 years ago.

The second best time is today. 

We're ready. Are you?

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FREE INITIAL CONSULTATION

While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with us.

To help prepare for this meeting, you should have a basic idea of your current financial picture and financial goals. How are things now? Do you have any concerns? What do you hope to accomplish in the next few years and longer term?