Find answers to common questions about our services.
We work with individuals and families who value thoughtful advice, a personal relationship, and a coordinated approach to their financial lives. Our clients often have growing complexity and want a trusted advisor who can help bring the pieces together.
Investment management is only one part of our work. We help coordinate retirement planning, tax strategy, estate and legacy considerations, cash flow, insurance and risk management, charitable planning, and other important financial decisions.
Client assets are held with Charles Schwab, an independent custodian, rather than by Everant Wealth. Schwab provides custody, account statements, and transaction confirmations while Everant provides advice and manages the relationship.
You will have access to an Everant Wealth-branded client portal for investment reporting and account information, along with eMoney for financial planning. We also use secure technology for document sharing and communication.
Yes. With your permission, we can collaborate with your CPA, estate-planning attorney, and other professionals when coordination would be helpful. Our goal is to keep financial decisions connected rather than addressed in isolation.
The right rhythm depends on your needs and what is happening in your life. We establish an ongoing review schedule and remain available between meetings when questions, opportunities, or important decisions arise.
We guide you through the transition. During the first 90 days, we focus on organizing accounts and information, understanding your complete financial picture, identifying priorities, and beginning to implement the agreed-upon plan.
No. You do not need a perfect folder of statements, documents, and financial information before reaching out. Helping you organize the pieces, identify what is missing, and create a clearer picture is part of our job.
Everant's advisory fees are designed to be transparent and are explained before you become a client. Your specific fee will be outlined in your advisory agreement based on the services and fee schedule applicable to your relationship.
Everant Wealth was created from a simple belief: financial advice should be built around the people it serves. We wanted to create an independent firm where the advisor-client relationship comes first and every decision is guided by what is best for the families we serve. Everant was built to provide thoughtful, personal advice and to serve as a trusted steward through every season of life.