A complete list of active advisors currently associated with Everest Financial Group

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

Everest Financial Group provides investment management, financial planning, and selection-of-other-advisers services to individual clients, including high‑net‑worth individuals. The firm reports approximately $1.00 billion in assets under management across roughly 1,940 client relationships served by 13 advisors. EFG typically manages client portfolios on a discretionary basis within a broader wealth-management framework, using a mix of analytical approaches (including fundamental, technical, charting, and Modern Portfolio Theory) and, when appropriate, delegating portions of management to third‑party managers. Client accounts are custodied at Charles Schwab, reviewed at least annually, and financial planning services are offered in both modular/project formats and ongoing 12‑month review engagements. Compared with many multi‑team peers, the firm operates with a higher number of clients per advisor and a relatively large AUM per advisor, a structural feature that may influence service delivery and contact frequency. Advisors are also registered representatives of Osaic Wealth and licensed insurance agents (creating disclosed conflicts of interest related to commissionable products), and the brochure highlights use of less common offerings and tools — including AI‑assisted meeting recording/transcription, guidance on securities‑backed lines of credit, and direct indexing strategies.

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