We provide more than investment management. We deliver a comprehensive wealth strategy rooted in a biblical worldview, stewardship, family values, and long-term impact.
Our Faith Driven AdvisorSM approach helps ensure your investments and giving strategies align with your beliefs, creating both financial growth and meaningful impact.
EverSource’s vision is to help clients become cheerful givers, purposeful planners, wise savers, and responsible investors, building a meaningful and intentional financial life.
Yes. We work with individuals, families, and business owners at different stages of wealth. Our minimum is $500,000, but we would love to have a conversation with you to help set you on the right path.
Yes. We guide you through estate planning strategies to protect assets, reduce taxes, and ensure your legacy is carried out according to your wishes.
We believe in transparency. We are a fee based advisory firm that provides wholistic services that are included in the advisory fees charged on assets under management.
From retirement planning to investment management, we help you move forward with confidence and peace of mind.
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