A complete list of active advisors currently associated with Everlong Financial

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

Everlong Financial is an independent, state-registered advisory firm that serves individual clients, including high-net-worth individuals, with investment management and both comprehensive and hourly financial planning services. Its planning services address retirement, tax, estate, business, insurance, education, and employee-benefit optimization and can be delivered as ongoing engagements or limited-scope projects with coordination with outside professionals as needed. The firm’s investment approach is grounded in Modern Portfolio Theory and implemented primarily through structured, passive model portfolios made up of no-load mutual funds and ETFs, guided by an Investment Policy Statement and periodic rebalancing; tax-loss harvesting is used when appropriate. It typically manages accounts on a discretionary basis, will build customized portfolios to accommodate client constraints, and provides advisory services for non-discretionary employer or plan accounts as identified in agreements. Everlong operates as a solo advisor with roughly $69 million in assets across a small client base, resulting in a relatively high assets-per-client profile and centralized handling of supervision and compliance. Distinctive operational choices include a policy not to aggregate or “block” trades for multiple clients, reliance on custodial statements and an online portal rather than firm-generated written performance reports, and a practice of crediting comprehensive planning fees against investment management fees.

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