A complete list of active advisors currently associated with Everspire

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

Everspire (the trade name of Aegis Wealth Group LLC) provides ongoing investment advisory and wealth management services to individuals, high‑net‑worth clients, families, trusts, estates, charitable organizations, businesses, and retirement plans. Its services include discretionary portfolio management, financial planning as part of an ongoing relationship, coordination with third‑party managers, and retirement‑plan consulting (including serving in an ERISA 3(21) advisory capacity). The firm implements diversified portfolios through allocations to equities, fixed income, cash, and, when appropriate, alternative strategies, often using third‑party and affiliated managers and model portfolios to execute client objectives. Everspire also uses technology — including AI‑enabled tools for research and operations — while documenting human review for any client‑specific advice generated by those tools. The brochure discloses several features that distinguish Everspire from many peers: some supervised persons own or operate separate CPA, tax, or other professional‑services businesses, and the firm maintains multiple affiliations (for example, E6 Portfolios, MHL TAMP, TomiPlan, and an affiliated broker‑dealer), which the firm says it addresses through disclosure and supervision. The firm also notes compliance with the SEC’s Marketing Rule in its referral and advertising practices and uses client testimonials in marketing, and it offers limited‑scope analysis support to designated advisors and advisor‑paid arrangements (including “ZERO” strategy options) for certain accounts.

To learn more about the advisors currently working at Everspire, 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.