How We Help Secure Your Family's Future

Our Services
1
Confident Retirement Planning

Don’t let uncertainty define your retirement years. We create a clear plan to preserve your lifestyle, align with your goals, and give you confidence for the decades ahead.

2
Multigenerational Families

Passing on wealth is about more than money. It’s about values. We help families prepare the next generation for responsibility, stewardship, and lasting impact.

3
Purposeful Giving & Philanthropy

Your generosity can create real change. We’ll help you design tax-smart strategies and involve your family in building a legacy that reflects your passions.

4
Wealth Transfer & Estate Planning

Without a plan, your wishes may go unfulfilled. We guide you through estate planning to protect your assets, reduce taxes, and ensure your legacy endures.

5
Business Succession Planning

Transitioning a business is complex. We help owners protect value, reduce tax burdens, and preserve family harmony while planning for the future.

Why EverSource

We’re dedicated to providing you with financial guidance that aligns with your values and long-term vision.

Values-Based Planning

We take time to understand your goals, faith, priorities, and family dynamics creating a financial plan tailored specifically to your unique journey.

Trusted Investment Management

We apply pragmatic disciplined strategies and research-driven insights to help you grow and steward wealth, with wisdom and confidence.

Generational Stewardship

From retirement to legacy planning, we walk alongside you to ensure the wealth the Lord has given you to steward creates a lasting impact.

Personal Relationship, Lifelong Guidance

We’re more than advisors. We’re partners committed to guiding you through life’s financial complexities with clarity and care.

"Our advisory firm helps individuals, families, and companies manage the assets God has given them, in order to accomplish their goals and dreams."

Jim Darlington CFP®, CKA®, CRPS®
Senior Financial Advisor

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Hear how we’ve helped families find clarity and confidence.

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Articles & Insights

Get Value Driven Financial Strategy Insights

Explore financial strategies that are rooted in Christian values, emphasizing stewardship, generosity, and ethical investment practices.

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Stewarding Earthly Resources for Eternal Return
A practical guide for Christian stewards on how to apply asset allocation principles to giving, generosity, and Kingdom-aligned impact investing.
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Financial Clarity Starts Here

From retirement planning to investment management, we help you move forward with confidence and peace of mind.

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