EverSource Now Operating in Washington, DC, Metro Region
Contact: Ed Hart, Director of Marketing and Business Development, ehart@eversourcewa.com
EverSource Wealth Advisors® welcomes Endel Liias as a financial advisor, doing business as Nexus Impact Advisors. Liias’s practice is based in Arlington, Virginia, part of the Washington metropolitan region.
A Birmingham-based RIA, EverSource now manages $1.75B in total assets. Last year, EverSource was named by RIA Channel as number two in its annual list of “Top 50 Wealth Managers by Growth.” The firm provides regulatory compliance, proprietary technology, and investment oversight for 24 advisors. EverSource works with multiple custodians for clients assets, including TD Ameritrade, Charles Schwab, and Fidelity.
Since founding Nexus in 2016, Liias has provided impact investment consulting services to a range of foundations, family offices, angel investing networks, and nonprofits, with a particular focus on investors motivated by their faith. Prior to this, he served with The Carpenter’s Fund, America Abroad Media, the John Templeton Foundation, and Geneva Global. He is a double graduate of the University of Pennsylvania.
Moving to EverSource, Liias said, “provides a tremendous platform from which to help clients align the entirety of their investments with their values.” He continued, “Both institutional and retail investors are increasingly looking to do so, and EverSource is among the best in the business, possessing a first-rate team and a unique set of solutions, strategies, and experience. I’m delighted to join and look forward to harnessing EverSource’s capabilities to help clients steward their wealth in a way that is both profitable and purposeful.”
Launched in 2017, EverSource was created to offer a distinctive culture and business model that moves advisors and their clients to planning and investing with values-based impact. Advisors affiliated with EverSource benefit from a wide range of investment opportunities for impact investing, values-based investing, and investments in other private assets.
Ed Hart, EverSource director of marketing and business development, said: “We’re very excited to add Endel Liias to the EverSource platform. Endel brings a unique skillset and capabilities for impact investment due diligence and institutional asset management to the EverSource ecosystem. The EverSource Total Support System™ will enhance his ability to expand his services to foundations and endowments.”
About EverSource Wealth Advisors
EverSource Wealth Advisors® is an RIA that equips financial advisors to serve their clients with excellence, grow their business and income, and experience the benefits of a culture and community aligned with their values. With more than $1B in assets under management, EverSource offers a financial services platform with investment resources, back-office support, and proprietary technology for independent advisors.