Impactful Wealth Advisors Who Smile at the Future
Experience a total support system that enables you to
Focus on Client Relationships • Grow Your Practice • Create Lasting Impact
EverSource Total Support System
Designed to help you focus on what matters — your clients.
Freedom
Focus on your client relationships while we manage support roles.
Growth
Build your practice with a growth partnership and outperform peer norms.
Lasting Impact
Serve clients the way you want to and develop a legacy that is remembered forever.
Client First
Increase client satisfaction with next generation technology & operations solutions
The EverSource Advisor Advantage
EverSource Wealth Advisors empowers independent financial advisors to realize their aspirations for impact in the lives of their clients. Our Total Support System provides full back office support in the areas of technology, investment management, operations, compliance and client services. Both our culture and technology platform are specifically designed to incorporate biblical principles into the financial planning and investment management process. As part of a like-minded community, with freedom to focus on what matters most, EverSource advisors enable their clients to “Smile at the Future.”
Do you feel stuck spending too much time doing things you hate?
As your practice continues to grow, do you find yourself still doing the work you are most passionate about or are you juggling too many roles? Are you serving clients the way you want with the highest level of responsiveness? Do you feel boxed in? Does your current culture fit your values? Are you freed up to make the life impact you want?
We've been in your shoes.
We recognize you are a successful advisor who has developed a great practice and maintains a reputation of producing quality work. We know you have the ability to take your talents even further, but may lack the support and resources needed to get there. EverSource is designed to make that process easier for you.
We've built a total support system for wealth advisors, RIA firms and CPA firms that allows them to focus on what really matters. Discover a better way to make a positive impact. We meet you where you are, work with you to determine where you want to go and provide continued support as you set out on the path toward success.
EverSource Wealth Advisors’ Total Support System helps you focus on more of what you love most.
Discover how the EverSource platform helps businesses like yours.
WEALTH ADVISORS
Focus on client relationships and what you do best by accessing the EverSource Wealth Advisor platform for growth and impact.
INDEPENDENT RIA FIRMS
Take your business to the next level of growth and capabilites while focusing on what your firm does best by employing the EverSource Wealth Advisor platform for RIA firms.
CPA FIRMS
Serve your clients’ best interests by building a fiduciary wealth management practice inside your firm with help from EverSource Wealth Advisors.
Your Path to Impact
Wealth Advisors Who Smile at the Future
How can you smile at the future?
ENJOY ALL THE THINGS YOU LOVE, WITHOUT THE THINGS YOU HATE.
We enable you to leverage the resources of a big firm, while still enjoying the freedom that comes with independence.
CAPABILITIES
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
COMMUNITY
Join a community of like-minded peers who are leaders in the industry and continuous learners. Our community is committed to serving clients and having a positive impact on our communities.
COMPENSATION
Strengthen your team of advisors by designing a competitive salary and equity compensation structure.
CULTURE
Gain a network of support that aspires to grow and create an impact. We value and support independent, fiduciary models that are planning-centric.
CLIENT EXPERIENCE
Focus on your clients and the things that create an excellent experience for them. Our technology and support enables you to stay focused on delivering an exceptional experience for all.
Start on a new path today.
Many advisors feel stuck, and spend much of their time doing things they hate. We've built a total support system that empowers independent financial advisors to realize their aspirations for having impact in the lives of their clients without the burdens of being an isolated business owner.
Our team has helped over 100 advisors and 40 firms transition to better business models. Let us help you focus and grow your practice so you too can smile at the future.