Freedom lives here on a platform designed for success
EverWealth Partners helps like-minded advisors who enjoy what they do and run a clean practice. We offer a path to independence for those who have outgrown their growth potential at a wire house, feel like they’re being held back by restrictive rules or simply want the freedom to give clients the financial advice they know is best for them without interference.
We help advisors regain their passion for what they do in an environment that helps them pursue their own goals, including retirement and succession. Whether you wish to join us at our headquarters or establish your own branch location elsewhere, we’re here to support you with the experience and knowledge of those who have done it before and know what it takes to succeed.
Portfolio strategies
Our actively managed portfolios are designed to match your clients’ unique financial goals. Ranging from conservative to aggressive and comprising a diverse array of investments, each one of our strategies is thoughtfully crafted and made available for your clients. You’ll have the dedicated support you need to blend multiple portfolios to tailor an investment strategy for any client need, no matter how complex.
Choose from:
- Core fixed income
- Aggressive fixed income
- Diversified high income
- Dynamic growth
- Core all equity
- Core plus all equity
- Growth & income
- Capital appreciation
Explore the full spectrum of strategies
Staffing support
We have you covered with a receptionist, a contracted Chartered Financial Analyst®, compliance/supervision oversight by Raymond James Financial Services, Inc., and a dedicated advisor support help line.
Location support
At our freshly remodeled corner suite office in Lake Oswego, Oregon, we cover details such as rent, internet, phones, furniture, hardware, software, office supplies, printing and more. And if you’d rather build your business from a satellite branch, we’ll help you there, too.
Succession planning
With all the time and energy you dedicate to helping your clients plan for their financial futures, its sometimes easy to forget to plan for yourself. Only 73% of advisors currently have a formal succession plan.1 At EverWealth, we are your succession team. Whether you have a certain successor in mind to carry on the relationships you’ve built or prioritize maximizing the value you obtain from your book of business when you retire, we are here to help you pursue your goals – just like you do for your clients.
1Source: Financial Planning Association