About Sue Stevens

Sue Stevens

Sue Stevens is the founder of Stevens Visionary Strategies and creator of the Dreams of Wealth series of books on personal financial planning. She is an award-winning author and wealth manager.

Named as one of ThinkAdvisor’s 2021 Luminary Thought Leaders and a University of Chicago Booth MBA, Sue brings an evidence-based approach to financial planning literacy. She integrates a down-to-earth holistic approach to a highly disciplined area of expertise.

Sue brings a wealth of experience from working at Buckingham Strategic Wealth, Morningstar, Vanguard, and Arthur Andersen for thirty years. She has founded two firms—Stevens Wealth Management and Stevens Visionary Strategies—as well as founding Morningstar’s personal financial newsletter Practical Finance.

Arthur Andersen, Vanguard, Morningstar, Stevens Visionary Strategies, Buckingham Wealth Partners

She started as a professional cellist playing with many well-known performers in both the classical and pop worlds. But her desire to help others find a life of financial well-being led her to a disciplined path of study earning an MBA in finance and policy from University of Chicago Booth School, a MS in Wealth Management from The College for Financial Planning, Chartered Advisor in Philanthropy, Certified Public Accountant/Personal Financial Specialist, Chartered Financial Analyst® charter holder and CERTIFIED FINANCIAL PLANNER practitioner. She completed a year-long course on Soul & Psychology with Thomas Moore, author of Care of the Soul.

Sue has worked one-on-one with hundreds of clients and finds deep satisfaction in creating innovative solutions that help people achieve their dreams of wealth. She participates as a thought leader on many industry panels. She is part of The Financial Times’ Financial Advisor IQ Leadership Council. Her work has been featured in The Wall Street Journal, The New York Times, Forbes, Morningstar, Barrons, Reuters, the Chicago Tribune and Sun Times, the Washington Post, CNN, CNBC, NPR.

Sue’s work has won awards for financial education while at The Vanguard Group, for financial planning while at Morningstar and for music performance while at Tanglewood. Her books have won awards in multiple categories including business, personal finance, aging and body, mind, spirit.