Stevens Group Wealth Coaches, Inc. d/b/a Alaska Advisors

Stevens Group Wealth Coaches, Inc. d/b/a Alaska Advisors provides financial planning and advisory services to individuals, high‑net‑worth individuals, trusts, businesses and 401(k) plans, and offers a portfolio analysis (“MRI”) service at no charge. Rather than directly managing client assets or taking custody, the firm refers clients to third‑party advisers and monitors assets held at those managers — the brochure reports it monitors approximately $68.7 million in client assets.

The firm’s investment approach emphasizes modern portfolio theory and long‑term investing, with recommendations generally limited to mutual funds, ETFs, equities, fixed income and non‑U.S. securities and a stated preference for academically grounded allocations. Implementation is conducted through nondiscretionary co‑advisory arrangements (the brochure cites Matson Money), where the third‑party adviser handles trading, execution, reporting and fee collection while the firm performs due diligence and periodic reviews.

Compared with many independent peers, the firm is distinguished by an affiliation with an accounting practice (the principal is also a CPA and provides accounting services separately), a relationship the brochure discloses and for which mitigation steps are described. It is also uncommon for a firm of this type to have no direct asset management or custody while monitoring tens of millions in client holdings, to provide a free in‑depth portfolio review, and to rely on a single co‑adviser and fund platform for implementation.