Multi-Advisor RIA Firm Moves to EverSource Asset Management Platform
Contact: Ed Hart, Director of Marketing and Business Development, ehart@eversourcewa.com
EverSource Wealth Advisors® is pleased to announce that Bare Wealth Advisors in Gap, Pennsylvania, has transitioned investment operations to the EverSource platform.
A seven-advisor firm, Bare Wealth has been serving clients for more than 20 years. The practice will continue to operate as an independent RIA supported by EverSource’s investment services, compliance consulting, and technology.
The firm is led by partners Ron Bare, CFP®, BFA, CKA® and Curtis Burkholder, BFA, CKA®, CAP®. The Bare group also includes advisors Ryan Kurtz, Lamar King, Jim Wahlberg, Alex Costa, and Adam Black, along with an extensive support team. The Bare team provides wealth management grounded in biblical wisdom to encourage generosity, empower vision, and influence the world for good.
Advisors and RIA firms affiliated with EverSource are part of a like-minded community and have access to institutional-quality technologies, investment solutions, and planning resources designed to fuel growth and enable greater values-integration in their business.
About the move, Burkholder says, “We’re excited to partner with Eversource to fulfill the calling God has placed on us. We believe this partnership and the resources available through Eversource will allow us to serve our clients with excellence and help them maximize the impact of the resources they steward.”
Ed Hart, EverSource director of marketing and business development, says: “We are delighted that the Bare Wealth team selected the EverSource Asset Management Platform to help take their firm to the next level. I believe that our unique investment solutions and life planning resources will enable them to realize their strategic vision to promote stewardship and generosity anchored in biblical wisdom.”
About EverSource Wealth Advisors
Launched in 2017, EverSource now manages $2.8B in total assets for advisors across the United States serving high-net-worth and institutional clients. EverSource provides advisors with regulatory compliance, proprietary technology, and investment oversight, with leading national firms serving as custodians for client assets.