Abilene, TX Office

Team
Updated today
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Everspire

Team

Firm-wide stats for Everspire

Total advisors

18

Across 2 offices

Clients per advisor

45 Low

Avg AUM per client

$305,277 Very Low

HNW client ratio

6% Very Low

About

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.

Based on Everspire

Expertise

Private / alternative investments

Based on Everspire

Location

2449 S Willis St, Ste 106

Abilene TX 79605

Advisors at this office

3

Advisors at this office

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Michael R

Series 63, Series 65

Abilene, TX

Everspire

Michael Ross is a financial advisor with Everspire in Abilene, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Titan Securities for 13 years before joining Everspire and MHL Investments in 2023. Ross is involved in a side business, Got Zoom, which provides student loan consolidation referrals and access to government programs for student loan debt reduction. Everspire is an SEC-registered advisory firm with 13 advisors managing approximately $181 million in discretionary assets. The firm serves individuals, families, businesses, charitable organizations, and retirement plans, offering wealth management, portfolio management, and financial planning services supported by a structured investment process and an affiliated network of related financial services.

Private / alternative investments
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Kevin P

Series 66

Abilene, TX

Everspire

Kevin Pett is a financial advisor at Everspire with one year of industry experience. He holds the Series 66 designation and has previously worked with MHL Investments and Synchrony Wealth Management. Outside of his advisory role, Pett refers business to TomiPlan, a financial planning company, and supports clients with insurance education and case coordination through Synchrony Wealth Management. Everspire is an SEC-registered advisory firm serving individuals, families, businesses, charitable organizations, and retirement plans. The firm uses a dedicated advisor model and combines quantitative and fundamental analysis to construct portfolios primarily from mutual funds, ETFs, and individual securities.

Private / alternative investments
user avatar

Benjamin C

Series 63, Series 65

Abilene, TX

Everspire

Benjamin Cannon is a financial advisor with Everspire, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Titan Securities for 14 years before joining Everspire and MHL Investments in 2023. Outside of his advisory roles, Cannon operates SouthTowne Enterprise, Inc., which manages business activities related to securities, life insurance, and advisory services, and he receives referral fees from TomiPlan, a financial planning company. Everspire provides investment advisory and wealth management services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm employs diversified portfolios using equities, fixed income, cash, and alternative strategies, often through third-party and affiliated managers, and integrates technology including AI-enabled tools to support research and client advice.

Private / alternative investments
View complete list of advisors at this office
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