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The Stenger Devermann Group


Delivering Clarity & Confidence to Help Secure Your Financial Future

Our Story and Services

Our Story

We'll tell you one story, involving a family patriarch who passed away, leaving behind his wife of over 50 years and four adult children.  We met with the entire family on a Saturday morning, the only time that all four children could be there.  Important decisions were made, such as guiding them to the appropriate assisted living facility for their mother who was in the early stages of dementia. We mentioned perhaps a more appropriate attorney who had greater expertise in late stage estate planning. The result was a complete financial plan that protected the estate, children and grandchildren.

At the Stenger Devermann Group, that’s what we do: Taking care, Giving Back and Guiding Wisely is our Noble Purpose.  By treating our clients like our own family, we put guardrails around your family’s financial well-being, generation after generation. 

We accomplish this by utilizing our unique Retirement Navigation Process that touches every aspect of your financial planning needs. 

We Advise you on preparing for retirement

We Counsel you to make smart investment decisions, not emotional decisions, so that your investment strategy stays in line with your financial goals

We Prepare a financial strategy for coping with life’s unexpected events

We Connect to children and grandchildren to help secure your legacy to them, and to give them a financial head start towards meeting their own goals

We Mediate discussions with families to help them broach difficult issues around their finances

We Work with you through ongoing contact to keep you on course, even in the face of financial turbulence

May we listen to your story?

Download your free copy of
The Clarity & Confidence Guidebook

Services Include

  • Financial Planning
  • Retirement Planning
  • Estate Planning Strategies
  • Life Insurance
  • Long Term Care Insurance
  • Planning for Education Funding

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.



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The Stenger Devermann Group at Morgan Stanley has used Exchange Traded Funds or ETFs exclusively with our clients since 2003.

ETFs enable investors to construct broadly diversified portfolios, including asset classes such as fixed income, equities, and commodities, with a relatively low minimum investment.

Research has proven over long periods of time, exchange traded funds have 3 potential advantages for investors:

1) Transparency & Liquidity
2) Tax Efficiency
3) Low cost

In 2013, our team was invited by Barron's Magazine to participate in a round table discussion about investing with exchange traded funds.
Link to article: Barron's - New ETF Strategies for Your Portfolio

You can learn more about exchange traded funds using our free resources below:
Introduction to ETFs
ETF Basics

The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Principal value and return of an investment will fluctuate with changes in market conditions.

Investors should carefully consider the investment objectives and risks as well as charges and expenses of exchange traded funds (ETFs) before investing. To obtain a prospectus, contact your Financial Advisor or visit the fund company’s website. The prospectus contains this and other important information about the ETFs. Read the prospectus carefully before investing.


#13 on the Forbes 2017 Best-in-State Wealth Advisors List: Illinois
#235 on the Forbes 2017 Top Wealth Advisors List
#193 on the Forbes 2016 Top Wealth Advisors List

#55 2017 Barron's Top 1200 Financial Advisor Rankings: Illinois
#55 2015 Barron's Top 1200 Financial Advisor Rankings: Illinois
#47 2014 Barron's Top 1200 Financial Advisor Rankings: Illinois
#39 2013 Barron's Top 1000 Financial Advisor Rankings: Illinois
#38 2012 Barron's Top 1000 Financial Advisor Rankings: Illinois
#32 2009 Barron's Top 1000 Financial Advisor Rankings: Illinois

Financial Times Top 400 Advisors 2014
Financial Times Top 400 Advisors 2013

Meet The Stenger Devermann Group


Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities


Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

Ready to start a conversation? Contact The Stenger Devermann Group today.

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