Addition of Missouri Practice Takes EverSource into 15th State
Contact: Ed Hart, Director of Marketing and Business Development, ehart@eversourcewa.com
EverSource Wealth Advisors® is pleased to introduce Samantha Compton as a Senior Financial Advisor. Based in Kansas City, Missouri, Compton has served clients for more than 10 years. She has moved her practice, Insight Wealth, to the EverSource platform as an EverSource team.
An RIA for independent advisors, EverSource offers a Total Support System including investment services, integrated technology, and compliance. Through rapid growth since the firm’s launch in 2017, EverSource has expanded to 15 states, covering all regions of the country and now managing $3.7B in assets.
Advisors affiliated with EverSource are part of a values-based community with a distinctive culture and business model. EverSource investment programs offer a broad range of institutional-quality investments, including faith-aligned public and private assets.
Compton specializes in advising women executives and couples preparing for retirement. It was through a major life event that she realized a desire to understand and set up her own financial future. To serve others in this way, she now guides singles and couples in aligning financial plans with a vision for the future.
In addition to financial advising, Compton is founder of Wise Women, a community of female leaders in the Kansas City area. She has also served as resident financial advisor for Smart Women Smart Money magazine. She is licensed as an investment advisor representative and maintains both Missouri and Kansas insurance licenses.
Describing her move to EverSource, Compton says: “I am excited to have Insight Wealth become part of the EverSource family. Eversource is forward-thinking in all areas. And they are intentional about the team and culture they are building. When I visited their home office, I was impressed by every single person I met. The values EverSource says are important to them were evident in every interaction. This is a fantastic move that my clients will benefit greatly from!”
Ed Hart, EverSource Director of Marketing and Business Development says, “We are delighted to come alongside Samantha and the Insight Wealth team, bringing EverSource’s platform and resources to bear in order to help her continue growing her business and serving her clients.”
About EverSource Wealth Advisors
EverSource serves 60+ advisors in 15 states, with a total of $3.7B+ in assets under management. With leading national firms serving as custodians for client assets, EverSource provides advisors with proprietary technology, regulatory compliance, and investment oversight.