A complete list of active advisors currently associated with Evernest Financial Advisors

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

EverNest Financial Advisors provides investment management and comprehensive financial planning to individuals (including high-net-worth clients), non-profit institutions and retirement plans. The firm delivers discretionary portfolio management, standalone or bundled financial plans, and retirement-plan advisory services where it can act as an ERISA 3(21) or 3(38) fiduciary. The firm uses a model-driven, fundamentally based investment process that begins with target asset-allocation models and progresses to sub-asset allocation and security selection, incorporating risk-capacity simulations and tax considerations. Portfolios are typically managed on a discretionary basis using custodian platforms and may include third‑party managers, tactical deviations from targets, and a mix of long- and short-term strategies. A few operational features distinguish EverNest from many peers: as of February 28, 2026 it reports roughly $963 million in assets under management across six advisors and about 294 clients, reflecting relatively large AUM per advisor and client for a team-sized firm. The brochure also discloses a January 1, 2026 reorganization placing a holding company in a 95% ownership position (noted as not changing control or services), the firm’s practice of advising on “held‑away” assets (e.g., annuities and 529 plans) with negotiable or waived fees, and an opt-out class‑action monitoring service delivered through a third party that retains 15% of recoveries.

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