A complete list of active advisors currently associated with Evercurrent Wealth Management

Warmer can help you find a great advisor at Evercurrent Wealth Management or one who fits your needs even better.

Evercurrent Wealth Management is a state-registered investment adviser established in 2026 that provides discretionary and non-discretionary investment management, written financial planning, and consulting to individuals and high-net-worth individuals. The firm also offers legacy-position advice and uses a Turnkey Asset Management Program (AssetMark) to deliver portfolio construction, custodial services, and trade execution. The firm generally implements pre-designed model portfolios and combines strategic and tactical asset-allocation approaches with fundamental, technical, and quantitative analyses; cash and cash-equivalents may represent a meaningful portion of portfolios depending on the strategy. Evercurrent documents that it selects and monitors third‑party managers and sub-advisers through the AssetMark platform, and it provides financial planning either as part of management or under separate fixed or hourly arrangements. Noteworthy elements in the brochure include the firm’s explicit role in selecting other advisers, its disclosure that a firm principal is a licensed insurance representative who may receive separate commission compensation for insurance business, and the availability of fixed- and hourly-fee planning options — features that are less common for firms of this type. The firm is newly formed with no regulatory assets under management and requires clients to use the AssetMark custodian and TAMP infrastructure for accounts.

To learn more about the advisors currently working at Evercurrent Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Reed Hogue	Lone Tree, CO	20

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