Meet Your Advisor
Drew Stevens Phd. CF2™ CSA™ NSSA® and IRMAACP™
Founder | Managing Principal, Wisdom to Wealth
NSSA Certified | IRMAA Certified | AHIP Certified | Certified Fiduciary | Certified Senior Advisor
Drew Stevens, Ph.D. is a seasoned financial advisor, fiduciary, educator, and retirement advocate with more than four decades of experience helping individuals and families pursue greater financial clarity, confidence, and peace of mind.
As Founder of Wisdom to Wealth, Drew has built his practice around a simple but powerful belief: financial advising should never be about pressure, confusion, or transactions — it should be about people, relationships, education, and trust.
In an industry where many individuals feel overlooked, underserved, or uncertain about whom they can trust, Drew has dedicated his career to creating a different kind of advisory experience — one rooted in integrity, transparency, compassion, and putting clients’ interests first.
Drew’s personal journey has deeply influenced both his values and his mission. Growing up in a challenging environment, he experienced firsthand the importance of mentorship, encouragement, and having someone willing to guide rather than judge. Those experiences shaped his lifelong passion for helping others navigate difficult and often emotional financial decisions with greater confidence and understanding.
After beginning his career in the financial markets and on Wall Street, Drew developed a deep appreciation not only for how markets work, but for how financial decisions impact real people, real families, and real lives. Over time, he recognized that many individuals approaching retirement were carrying anxiety, confusion, and fear into one of the most important transitions of their lives.
Today, Drew focuses much of his work on helping retirees and pre-retirees better understand the complexities surrounding retirement income, Social Security, IRMAA and Medicare-related expenses, taxation, healthcare costs, market volatility, estate considerations, and the growing concern of outliving retirement savings.
What truly differentiates Drew is his unwavering commitment to education. He believes informed clients make better decisions, ask better questions, and experience greater confidence about their future. Rather than leading with sales-driven conversations, Drew strives to educate first — helping clients understand their options, risks, opportunities, and potential strategies in a way that is understandable, respectful, and empowering.
Throughout his career, Drew has authored more than 15 books and over 3,000 articles focused on retirement planning, personal finance, leadership, sales, and professional development. He has spoken to audiences across the country, appeared on television and radio programs, and conducted numerous educational workshops designed to improve financial literacy and help individuals make more informed retirement decisions.
Clients often describe Drew as passionate, approachable, authentic, and deeply invested in helping others succeed. He believes every client deserves to feel heard, respected, educated, and valued — regardless of their financial situation. His process is centered on listening carefully, building meaningful relationships, and helping clients align financial decisions with their personal goals, values, and long-term vision for retirement.
At Wisdom to Wealth, the mission extends beyond finances alone. Drew believes retirement planning is ultimately about helping people protect what matters most — their independence, dignity, family relationships, quality of life, and ability to live retirement with greater purpose and confidence.
For Drew, financial advising is not simply a profession. It is a lifelong commitment to serving, educating, and advocating for individuals who deserve guidance they can trust during some of life’s most important financial decisions.
Insurance and annuity products offered through Drew Stevens, MO Insurance License #3000789840.
Drew Stevens Phd. CF2™ CSA™ NSSA® and IRMAACP™
Professional Designations & Retirement Specialties
Retirement planning today involves far more than managing investments alone. Important retirement decisions often involve coordinating income planning, Social Security, taxes, Medicare considerations, healthcare costs, and long-term financial objectives.
To better serve retirees and pre-retirees, Drew Stevens has pursued specialized education and professional designations focused on retirement-related planning concepts and financial education.
These credentials reflect ongoing professional development in areas commonly associated with retirement planning and retirement income strategies.
PhD — Doctor of Philosophy
Drew Stevens holds a Doctor of Philosophy (PhD), reflecting advanced academic study, research, communication, and education.
His educational background supports his commitment to helping clients better understand complex financial and retirement-related concepts through a practical and educational planning approach.
CF2™ — Certified Financial Fiduciary®
The CF2™ designation focuses on fiduciary principles and ethical financial guidance.
This designation emphasizes placing client interests first and supporting a planning process centered on transparency, education, and informed decision-making.
CSA™ — Certified Senior Advisor®
The CSA™ designation is designed to provide education regarding many of the financial, social, and aging-related considerations impacting seniors and retirees.
This training helps support a broader understanding of the challenges and concerns individuals may face throughout retirement.
NSSA® — National Social Security Advisor®
The NSSA® designation focuses on education related to Social Security rules, claiming considerations, and retirement income coordination strategies.
Social Security decisions can play an important role in retirement income planning, and this education helps support client discussions surrounding available options and considerations.
IRMAACP™ — IRMAA Certified Planner™
The IRMAACP™ designation focuses on education surrounding IRMAA (Income-Related Monthly Adjustment Amount) and Medicare premium considerations
This training supports discussions related to retirement income planning, tax-sensitive strategies, and how income levels may impact Medicare-related costs.
Education-Focused Retirement Planning
Drew Stevens believes retirement planning should begin with education and understanding.
His goal is to help clients better understand the financial decisions associated with retirement so they can make informed choices aligned with their personal goals, needs, and circumstances.
Retirement planning may involve:
- Retirement income planning
- Social Security considerations
- Medicare and IRMAA education
- Tax-aware retirement strategies
- Risk management concepts
- Estate and legacy considerations
- Long-term retirement planning
Each client situation is unique, and strategies should be evaluated based on individual goals, risk tolerance, financial circumstances, and time horizon.
Why Choose Drew as Your Financial Professional?
1. Unparallelled Expertise:
Certified by NSSA and IRMAA to help you understand the complexities of Social Security and Medicare, Drew’s licensure and continuing education in insurance, financial instruments and financial issues helps secure your future.
3. Proven Track Record:
Drew has been servicing clients in the financial world for over four decades. He has authored 15 books and over 3,000 articles on finance and retirement planning.
2. Personal Touch:
Drew understands that behind every portfolio is a person with dreams and concerns. He develops a personal relationship to understand your goals and priorities, unlike other advisors. Drew believes you are more than an account number; you are a person to be catered to.
4. Commitment to Education:
As a dedicated professional with an array of credentials, Drew loves to educate. Drew’s empowerment through education creates the understanding of the “why” behind every decision.
Carolyn Wulff
Office Assistant
Wisdom to Wealth Support Team
Kiara
Advisor CMO
Drew
VP of Sales
Spencer
Director of Advanced Resources
Becky
VP of Practice Development | Consulting
Brandon
VP of Sales | Consulting
Jenna
Annuity Operations Manager
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