Mike has been helping people grow, preserve and realize their legacies for over 30 years. In 1993, he formed Unified Legacy Advisors to help retirees and pre-retirees prepare for retirement with clarity and confidence.

“It’s so rewarding to see people go from petrified about retirement to understanding it and helping to create a game plan for their retirement,” Mike says. “We see lots of aha moments and love empowering people with the knowledge to make informed decisions.”

Mike has a Bachelor of Science in education from Concordia College. He’s proud to be in business with his two sons, Blake and Seth. The three of them work hard to help people navigate the many challenges of creating a comprehensive financial strategy. 

“We protect our homes, cars and personal property, yet we often leave key vulnerabilities in our overall financial strategy,” Mike says. “We help you fill the gaps while working with the existing solutions you have in place.”

Mike speaks regularly at financial industry conferences across the country and has developed a network of trusted professionals, including attorneys, bankers and tax professionals, dedicated to serving clients’ ever-changing financial needs.

DREW STEVENS IS A SEASONED FINANCIAL ADVISOR AND FIDUCIARY WITH A DEEP COMMITMENT TO

GUIDING INDIVIDUALS THROUGH THE COMPLEXITIES OF FINANCIAL MARKETS SO THEY CAN ACHIEVE A

SECURE AND PROSPEROUS RETIREMENT. HIS JOURNEY INTO FINANCE IS ROOTED IN A PERSONAL STORY OF

RESILIENCE AND A PASSION FOR MENTORING OTHERS.

Growing up in a challenging environment, Drew learned the importance of guidance and mentorship early in

life. This understanding became the foundation of his career. Starting on Wall Street, Drew quickly developed a

fascination with the intricacies of financial markets. During those years, he honed his observations on how

money moves through markets and how financial instruments can be leveraged to build wealth. Drew combined

his love for mentoring with his financial knowledge to become a financial advisor.

He now focuses on helping individuals who feel overwhelmed by the financial markets, dedicating himself to

educating and empowering clients to achieve the retirement they deserve. Beyond his advisory work, Drew is a

prolific writer, having authored over 3,000 articles and 15 books on finance and retirement planning. He is also

a sought-after speaker, engaging audiences with his insights and expertise, and has made numerous television

and radio appearances to promote financial literacy. While some financial professionals can be

uncommunicative, Drew's exemplary customer service ensures your best interests remain the top priority.

In every client interaction, Drew emphasizes trust, relationship-building, and delivering exceptional customer

experiences. He believes financial advising is about more than managing money; it’s about understanding each

client’s unique needs and providing them with the tools and knowledge to succeed.

Drew Stevens is more than just a financial advisor and trusted fiduciary—he is a mentor, educator, and

advocate for his clients who is dedicated to helping them achieve financial success.