A complete list of active advisors currently associated with Thomas Everett Investments, LLC

Warmer can help you find a great advisor at Thomas Everett Investments, LLC or one who fits your needs even better.

Thomas Everett Investments is an independent, state‑registered advisory firm founded in 2019 and registered to provide investment advice in 2022. It offers asset management, financial planning, third‑party manager referrals, and retirement plan consulting to a mix of individual clients, trusts and estates, and charitable organizations. The firm provides both discretionary and non‑discretionary portfolio management but reports that nearly all client assets are managed on a non‑discretionary basis, meaning it typically recommends trades that require client approval before execution; its investment analysis includes fundamental, technical and quantitative methods. Implementation may involve third‑party managed account programs and sub‑advisors, with ongoing monitoring and periodic account reviews and reporting. What is less common for a solo independent adviser is the combination of pension consulting (acting in either a 3(21) advisory role or as a 3(38) investment manager) and actively serving charitable organization clients. The firm also conducts educational seminars and workshops for the public and plan participants and discloses outside business activities, including an insurance practice and community pastoral work, that could affect client relationships.

To learn more about the advisors currently working at Thomas Everett Investments, 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.