A complete list of active advisors currently associated with Everwealth

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

Everwealth (Wealth Management Advisors, LLC) is a state‑registered investment adviser managing approximately $81.7 million for about 102 clients, serving individual investors (including high‑net‑worth clients) and retirement plan sponsors and participants. The firm provides both discretionary and non‑discretionary individual portfolio management as well as retirement plan consulting services, including investment policy development, investment option selection and participant education. The firm’s investment approach follows Modern Portfolio Theory and emphasizes long‑term, diversified asset allocation implemented primarily through Dimensional Fund Advisors (DFA) mutual funds, with routine rebalancing and monitoring. Everwealth uses a mix of fundamental, quantitative and mutual fund/ETF analysis and purchases third‑party research (e.g., Morningstar) to inform portfolio construction and risk management. Notably, the firm discloses an affiliation with an insurance business: management personnel are licensed insurance agents and offer insurance products through a separate entity and carrier relationships, a relationship the brochure says generates separate commission compensation and occupies a material portion of principals’ time. The brochure also highlights that Everwealth treats certain retirement plan work as ERISA fiduciary consulting for non‑discretionary advice and that it does not vote client proxies, which are operational distinctions that may be relevant when comparing this small, two‑advisor firm to peers.

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