A complete list of active advisors currently associated with EverythingHR Financial Services LLC

Warmer can help you find a great advisor at EverythingHR Financial Services LLC or one who fits your needs even better.

EverythingHR Financial Services LLC provides ongoing portfolio management and investment-advisory services to individuals, high‑net‑worth individuals, pension and profit‑sharing plans, and business entities. The firm reports roughly $23 million in assets under management across about 90 client accounts and is operated by a small team of two advisors offering Investment Policy Statements and regular portfolio monitoring. EFSL’s investment process centers on client‑specific Investment Policy Statements and uses modern portfolio theory, quantitative analysis, and technical analysis to support a long‑term trading approach, with quarterly reporting delivered through the custodian. Although advisory agreements may request discretionary authority, the firm’s December 2025 brochure reports all $23 million as managed on a non‑discretionary basis and notes that clients are required to custody assets at Schwab Institutional. Notable distinctions in the brochure include that EFSL acts as sponsor and portfolio manager of a wrap fee program—a structure used by a small minority of similar firms—while stating wrap accounts are managed the same as non‑wrap accounts. The brochure also discloses multiple outside business activities (a licensed insurance practice, an HR/PEO business, and a workforce training institute), an explicit policy of not aggregating trades, and a firm requirement to use a specific custodian, all of which can affect trade execution, potential conflicts of interest, and client choice relative to many peers.

To learn more about the advisors currently working at EverythingHR Financial Services 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.