A complete list of active advisors currently associated with EverPar Advisors LLC

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

EverPar Advisors LLC provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals (including high-net-worth clients), trusts, estates, businesses, and employer-sponsored plans. The firm operates as a team of nine advisors managing roughly $588 million in client assets and generally requires a minimum relationship size of $1,000,000. The firm constructs customized, diversified portfolios that emphasize low-cost mutual funds and ETFs but may also include individual stocks, bonds, options, and allocations to independent managers; EverPar’s investment process draws on a mix of fundamental, technical, cyclical, and charting analyses. EverPar generally pursues long-term strategies while permitting shorter-term trading for rebalancing or tactical adjustments and provides ongoing oversight of any independent managers it recommends. A distinctive practice disclosed in the brochure is the firm’s use of short-term margin borrowings in client accounts, including within separately managed accounts, which is uncommon among similar team firms. The firm also participates on institutional platforms with Fidelity and Schwab and discloses that certain advisory persons hold insurance licenses and may receive commission-based compensation for insurance sales, a potential conflict it addresses in its disclosures.

To learn more about the advisors currently working at EverPar Advisors LLC, 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.