Green Valley, AZ Office
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Eversource Wealth Advisors, LLC
Multi-team
Firm-wide stats for Eversource Wealth Advisors, LLC
About
EverSource serves a mix of individual and institutional clients — including individuals, families, estates and trusts, charitable foundations, broker‑dealers, retirement plans, and other registered investment adviser (RIA) firms and their advisors. The firm provides wealth management, financial planning, investment advisory and consulting services, and also offers turnkey asset management (TAMP), back‑office support and sub‑advisory services to independent RIAs.
EverSource delivers advice through a national network of investment advisor representatives using multiple investment programs — Firm‑as‑Portfolio‑Manager, Advisor‑as‑Portfolio‑Manager, SMA Direct, UMA platforms, a private markets platform, and an OCIO program generally offered to clients with more than $5 million in investable assets. Advisors use an investor profiling process to document time horizon, risk tolerance, tax sensitivity and values, and the firm conducts investment and operational due diligence (including for private market funds) and offers values‑based strategies and Life Impact® Stewardship Planning.
Compared with many peers, EverSource acts both as an adviser to outside RIAs and as a manager of private pooled investments — it sponsored and manages EverSource Capital Access Fund I and operates a private markets platform that includes Brightlight impact investments (with a separate due diligence fee for those offerings). The firm also holds minority or subsidiary interests in technology and service providers (a virtual‑assistant subsidiary and an ownership stake in a digital wealth platform), maintains referral and revenue‑sharing arrangements with cash, trust, and broker/insurance partners, discloses and manages the attendant conflicts of interest, and does not charge performance‑based fees.
Based on Eversource Wealth Advisors, LLC
Expertise
Based on Eversource Wealth Advisors, LLC
Demographic focus
Based on Eversource Wealth Advisors, LLC
Location
518 E Whitehouse Canyon Rd, Ste 110
Green Valley AZ 85614
Advisors at this office
3
Advisors at this office
Deborah S
Series 66
Green Valley, AZ
Eversource Wealth Advisors, LLC
Deborah Stouffer is a financial advisor at EverSource Wealth Advisors, LLC with four years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James Financial and W. F. Stevens Financial Advisors. She also serves as an office manager for W. F. Stevens Financial Advisors. EverSource Wealth Advisors serves individual and institutional clients, providing wealth management, financial planning, investment advisory, and consulting services. The firm supports independent RIAs through turnkey asset management and sub-advisory services and offers multiple investment programs including private markets and values-based strategies.
William S
Series 63, Series 66
Green Valley, AZ
Eversource Wealth Advisors, LLC
William Stevens Jr. is a financial advisor with Eversource Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include 14 years at Raymond James Financial. Stevens is also the owner and CEO of Madera Real Estate Holdings, LLC, and serves as Board President of Madera Plaza Unit Owners Association, Inc. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, and institutional clients. The firm offers wealth management, financial planning, investment advisory, and consulting services, along with turnkey asset management and sub-advisory support for independent RIAs.
Joseph S
CFP®
Green Valley, AZ
Eversource Wealth Advisors, LLC
Joseph Schmidt is a CFP® professional with four years of experience in financial planning. He is currently affiliated with EverSource Wealth Advisors, LLC and WF Stevens Financial Advisors, LLC, and also serves as an adjunct instructor at Liberty University, where he teaches online business classes. Schmidt founded Sunrise Personal Finance, a student loan consulting business, in 2022. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services through a national network of investment advisor representatives using multiple investment programs and delivers both advisory and private pooled investment management.
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