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

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

Everest Wealth Management provides integrated wealth management to individual and high-net-worth clients, delivering comprehensive financial planning and discretionary investment management. The firm’s services cover cash flow and retirement planning, tax-aware strategies, estate and succession planning, and ongoing coordination with other professional advisors. The firm’s investment process is documented in a client-specific Investment Policy Statement that sets strategic asset allocation and tactical ranges; portfolios are actively managed and rebalanced with an emphasis on fee and tax efficiency. Implementation typically uses ETFs, index funds, selected active managers and private investments, and the firm describes a contrarian, long-term approach that seeks to capitalize on market dislocations. What distinguishes the firm from many peers is its scale relative to its staffing: it manages over $237 million of discretionary assets for a modest client base under a single-advisor practice, resulting in an unusually high amount of assets per advisor. Other notable features include routine use of private, longer-horizon investments, a firm policy requiring client approval for allocations outside established ranges, and a recurring client benefit that waives service fees every sixth year of the client relationship.

To learn more about the advisors currently working at Everest 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.