A complete list of active advisors currently associated with Everest Financial Advisors, LLC

Warmer can help you find a great advisor at Everest Financial Advisors, LLC or one who fits your needs even better.

Everest Financial Advisors serves individuals (both high‑net‑worth and non‑HNW), trusts, estates, corporations, charitable organizations, and pension/profit‑sharing plans, providing discretionary and non‑discretionary investment management, modular financial planning, retirement plan consulting, and selection of third‑party advisers. The firm reports roughly $61 million in discretionary assets under management, works with about 225 client relationships, and also offers tax preparation services separate from its advisory engagements. The firm typically builds portfolios from each client’s stated suitability information and manages accounts primarily on a discretionary basis with periodic monitoring and rebalancing, using a mix of fundamental and technical analysis and both short‑ and long‑term trading when appropriate. Everest may allocate portions of client assets to sub‑advisers or model portfolios and conducts joint reviews of accounts by its principals as part of its oversight process. A distinguishing feature is the firm’s educational programming: it conducts seminars and speaking engagements (virtual or in‑person) and provides participant education as part of its retirement plan services, with session-based fees disclosed in the brochure. The principals’ backgrounds in public safety and service on the Miramar Firefighter Pension Board inform the firm’s employee benefits and retirement plan consulting, and the firm discloses it can act as an ERISA fiduciary or provide non‑fiduciary plan services depending on the engagement.

To learn more about the advisors currently working at Everest Financial Advisors, LLC, 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.