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Shawn W

Series 63, Series 65

Ada, MI

Eversource Wealth Advisors, LLC

Shawn White is a financial advisor at EverSource Wealth Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Rogan & Associates, Inc. for 18 years. Since 2018, he has been a licensed insurance agent selling non-variable insurance products. EverSource Wealth Advisors serves individual and high-net-worth investors, as well as institutional and advisory clients, offering wealth management, financial planning, portfolio management, and private markets access. The firm operates through a network of investment advisor representatives and provides a range of investment programs, including firm-managed model portfolios and advisor-managed accounts, with some services informed by a Judeo-Christian framework.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Religious/faith focused
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