Find your independence on a platform that feels like home

Nothing should come between you and what’s best for your clients. But independence often comes with sacrifices. At EverWealth Partners, we’re here to change that. By joining our team of like-minded advisors, you can run your business on your terms without running it alone. Our leaders have built a platform of technology, resources and expertise that unlock your full potential as an independent advisor without the hurdles of product pushing, or the burden of administrative and staffing challenges.

We’re just like you – eager to serve our clients while helping create a community where advisors can grow their businesses and thrive. Join us and break free from what’s holding you back.

EverWealth Leadership Team

Scott Anderson
Scott Anderson
Partner, EP Wealth Manager, RJFS
Matt Anderson
Matt Anderson, CWS®
Partner, EP Financial Planner, RJFS

Experienced leaders Invested in your business

The leadership team at EverWealth Partners knows what goes into running an independent practice, from the joys of freedom to the challenges of business ownership. We’ve done it ourselves, and we’re excited to share what we’ve learned – and built – with you.

Meet the EverWealth team

Experienced guidance from day one

Beginning the moment you join us and continuing past when you’ve onboarded your last client, our team is here to make your journey to independence the smooth transition we know it can be. We think change should be exciting, not scary. And our guidance helps make that a reality for you and your clients.

A platform that helps you thrive

When you join EverWealth, our full framework of support and resources becomes yours. From custom portfolio options crafted by our in-house CFA® to a Class A office space for you and your clients to call home, we’re here to deliver a platform designed to make running your independent practice a breeze.

Thoughtfully plan your future

When you own your book of business, you control what happens when you retire. Who you trust to serve your clients and how you’re compensated are key considerations. We provide succession and acquisition resources, giving you the personalized support and guidance you need to retire with confidence.

PORTFOLIO STRATEGIES

As an advisor with EverWealth Partners, you’ll have access to a full suite of portfolio strategies, crafted by our professionals and tailored to your clients’ goals.Discover powerful support

Discover powerful support

STAFFING SUPPORT

At EverWealth, our team becomes yours. From client service personnel to reception and administrative staff, you can rely on us for as much or as little as you need.Discover powerful support

Discover powerful support

IN-HOUSE CFA®

Our contracted Chartered Financial Analyst® (CFA®) professional helps you support your clients’ investment goals. And as a member of EverWealth, you’ll have a seat at our investment committee discussions. Discover powerful support

Discover powerful support

A POWERFUL PARTNER

As an affiliate of Raymond James, advisors on our team are supported by financial planning and investment resources backed by a trusted partner that shares our values. Discover powerful support

Discover powerful support

LOCATION SUPPORT

Work in a location that works for you, whether in our state-of-the-art Lake Oswego office or in a satellite office of your choosing.Discover powerful support

Discover powerful support
When we started our business, we realized that we could help people beyond our own clients. By sharing what we’ve built with other advisors, we can make a difference for them and their clients, too.

Build your business with a partner like you

EverWealth Partners

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