Drew Stevens (’10 B.S.) has built a career in wealth management, but his approach to money extends far beyond client portfolios or market strategy. It is rooted in a deeper belief that financial success is most meaningful when it is intentionally directed toward lasting impact.

A graduate of the Darla Moore School of Business, Stevens is a Private Wealth Advisor at G3 Wealth Advisors, where he guides clients through complex financial planning decisions. Yet, his approach to wealth is grounded in a personal philosophy that has guided him for years.

Stevens’ relationship with the Moore School has evolved into sustained engagement and leadership. He has served as Chair of the Young Alumni Board, sits on the BPF Board of Advisors, endowed a scholarship in 2022, and supports the Faber Center for Entrepreneurship. For him, these roles are not symbolic—they reflect an ongoing investment in students and the future of business education.

“I’m connected to the Moore School, our students, the faculty and the long-term vision of continued success here,” Stevens says. “I believe in and totally love the product (our next generation) that we’re shaping, improving, and building.”

That belief has directly shaped how he approaches his personal financial planning. Rather than treating philanthropy as an afterthought, Stevens builds it into his financial structure from the start. “I have a separate line item beyond lifestyle expense ‘needs’ and debt service, to include charitable contributions,” he explains. “Which I view as investments in people and our community.”

One of the most significant expressions of this philosophy is his decision to name the Moore School as the sole beneficiary of his 401(k). The choice reflects both emotional commitment and financial strategy.

“The reason I’ve listed the Moore School as the sole beneficiary of my 401(k) is because they’ll get that seven figures entirely tax free,” Stevens says. “Whereas my family would have to pay ordinary income on the entire sum. The Moore School is going to serve students and communities around the world forever, so my intentions to aid these initiatives can only be met with indefinite and infinite support.”

Stevens intentionally structures his estate plan across accounts and insurance to maximize efficiency and reduce taxes, ensuring wealth reaches its intended impact. “It’s very intentional and indicative of my belief that our support to this school makes a difference.”

At the core of his philosophy is long-term alignment rather than one-time giving. He encourages others to start with engagement before making financial commitments. “My suggestion isn’t to just give, it’s to get involved,” Stevens says. “Then one can begin a conversation and build a plan based on their priorities.”

For Stevens, estate planning is not about ending a story—it is about extending it. As he puts it, “If my plan of giving outlasts my plan to work, why would my desire to give stop at death?”

It is a mindset that transforms financial planning into legacy-building, creating a future gift that will support the Moore School and its students for generations to come.