Evermoss Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Evermoss Financial provides financial planning and investment consulting to individuals, businesses, trusts, estates, and charitable organizations. The firm delivers written financial plans and limited-scope reviews, offers fixed-fee educational seminars, and does not manage client portfolios or take custody of client assets.
Engagements begin with goal-setting and a tailored project scope that can cover investment strategy, tax and cash‑flow planning, estate considerations, and other non‑investment matters. For investment advice the firm uses technical and cyclical analysis and may recommend a wide range of instruments — including mutual funds, government securities, precious metals, and cryptocurrencies — while clients execute transactions through their chosen custodians.
Distinctive elements in the brochure include the explicit use of fixed-fee limited-scope plans alongside an ongoing retainer consulting option and the offering of fee-based seminars centered on a “presence and planning” approach. The firm also notes the founder’s background as a breathing and movement instructor that informs its educational emphasis, and it does not act as, or recommend, private fund or pooled‑investment advisers.
Client services
Expertise
Demographic focus
Fee options
Financial review and planning fixed fees $1,000 to $5,000 per plan
Annual or retainer fee billed monthly or quarterly, ranging from $4,800 to $30,000 per year for ongoing consultation services
Fee-only: $1,000 to $5,000 per comprehensive financial plan (fixed fee)
Main office
221 Main St, #4252
Nashua NH 03060
Advisors at this office
1
Most active in
New Hampshire
Also doing business as
Evermoss Financial · Evermoss Financial LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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