Drew Stevens, NSSA® & IRMAACP™ Advisor · Chesterfield, MO

Drew Stevens, President of Wisdom to Wealth in Missouri, is a Retirement Decision Specialist, financial fiduciary, and National Social Security Advisor (NSSA®) who helps individuals and couples navigate some of the most consequential financial decisions of retirement.

Drew Stevens holds both the National Social Security Advisor (NSSA®) certification and the IRMAACP™ training in Medicare planning, reflecting advanced training in retirement income and Medicare cost planning.

Drew specializes in helping clients understand when and how to claim Social Security and, more importantly, how that decision fits into their complete retirement picture. His approach goes beyond simply determining a claiming age. He helps clients evaluate how Social Security interacts with retirement income, taxes, Medicare and IRMAA, investment withdrawals, Roth conversion strategies, longevity, and the financial needs of a surviving spouse.

Rather than focusing on individual financial products, Drew's work centers on retirement decisions. He believes a successful retirement strategy begins by understanding how today's choices can affect income, taxes, healthcare costs, and financial security throughout retirement. His role is to educate clients about their alternatives, help them understand the tradeoffs involved, and provide the clarity necessary to make informed and confident decisions.

Drew began his financial career on Wall Street and has built a career spanning financial services, education, leadership, writing, and speaking. He is the author of numerous books and thousands of articles and is a frequent educator and presenter on Social Security, retirement income, taxation, Medicare and IRMAA, and retirement planning.

At the heart of Drew's philosophy is a simple principle: retirement is not one financial decision—it is a series of interconnected decisions. His mission is to help individuals and families understand those connections so they can move into retirement with greater clarity, confidence, and purpose.

Contact Drew