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

Stevens Group Wealth Coaches, doing business as Alaska Advisors, provides financial planning and advisory services to individuals (including high‑net‑worth individuals), trusts, businesses and 401(k) plans, offering a no‑cost portfolio “MRI” analysis and referral-based advisory services. The firm does not manage client assets directly but monitors approximately $68.7 million of client assets held and managed by a third‑party money manager.

The adviser’s approach emphasizes long‑term investing and modern portfolio theory, generally recommending mutual funds, ETFs, equities, and fixed‑income investments and implementing asset allocation through a co‑advisory relationship with an unaffiliated money manager. Alaska Advisors does not exercise trading discretion or custody client accounts; the third‑party manager handles portfolio management, execution, reporting, and fee collection while the firm reviews ongoing performance and aligns investments to client risk profiles.

Notable distinctions include an affiliation with an accounting practice — the firm’s principal is also a CPA with an affiliated accounting firm and may offer accounting services to clients, a relationship that is disclosed and managed as a potential conflict of interest. The firm’s referral/co‑advisor model (all advisory assets being invested via the single third‑party fund platform), its lack of direct portfolio trading or custody, and its stated policy that clients may not impose security‑level restrictions set it apart from many independent advisers.