Bloomington, MN 7901 Xerxes Avenue South Office

Stevens Foster serves high‑net‑worth individuals, corporate officers (including Section 16 officers), small business owners, family trusts and foundations with comprehensive financial planning and portfolio management. The firm combines investment management with ongoing tax planning and preparation, and advises clients on executive compensation, stock‑based pay and retirement plan integration.

Investment decisions are made by an in‑house investment team and overseen by an Investment Committee that leverages internal research and external due diligence to construct diversified, tax‑aware allocations focused on risk management. Stevens Foster emphasizes customized plans and daily monitoring of managed accounts, and for clients with known liquidity needs typically sets aside 12–18 months of cash or cash equivalents outside managed portfolios.

Distinctive features include an internal staff of tax professionals who prepare returns and provide year‑round tax strategies alongside investment advice, reflecting an accounting‑oriented capability within the advisory practice. The firm also discloses that some employees hold insurance licenses and may receive commissions on insurance product sales in addition to advisory fees, and it has policies to address custody risks when provided with password access to client accounts.