A complete list of active advisors currently associated with Evermont Wealth

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

Evermont Wealth is a three-advisor registered investment adviser with roughly $334 million in assets under management that serves individual clients (including high-net-worth households) and retirement plans. The firm offers discretionary portfolio management, financial planning and consulting, ERISA retirement plan consulting, and management of annuity and variable life products. The firm typically constructs portfolios guided by documented investment objectives and risk tolerances, relying on fundamental analysis and written investment policy statements, and it often implements strategies through custodial platforms including Betterment Institutional and Schwab-managed account programs. Evermont combines in‑house discretionary authority with the ability to delegate to independent managers on the Betterment platform, provides ongoing reviews and client reporting, and uses supervised AI tools (with an opt‑out option) for real-time note‑taking and research support. Compared with many peers, Evermont is notable for its mix of scale in the supported-advisor category and for several specialized offerings: it provides a broad set of retirement-plan services (including participant education and QDIA assistance), acts as a sub‑advisor to third‑party advisers, and expressly manages assets inside annuity and variable life products. The firm’s principals also hold equity in a separate tax services entity (Collaborative Tax Partners, LLC) and may introduce clients to that firm, a relationship the brochure discloses and frames as a potential conflict that the firm manages.

To learn more about the advisors currently working at Evermont Wealth, 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.