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EverSource Wealth Advisors® Onboards Miller Wealth Management, Expanding Assets on the EverSource Platform to over $600mm
EverSource Wealth Advisors® is pleased to announce the addition of Miller Wealth Management, a financial advisory group previously affiliated with Merrill Lynch. EverSource and Miller Wealth Management, both located in Birmingham, serve clients across the nation.
May 13, 2021
Contact: Ed Hart, Director of Marketing and Business Development, ehart@eversourcewa.com
EverSource, a registered investment advisor, will provide regulatory compliance, proprietary technology, and investment oversight for Miller Wealth Management. Charles Schwab, the second largest broker-dealer in the world, will serve as custodian for client assets.
Brothers Stephen Miller and James Miller, CFP®, are principals of Miller Wealth Management and currently serve 180 client households. The practice was established in 1987 by Mark Miller, father of Stephen and James. The two sons later joined their father and took over the practice last year. Working from a principles-based process, the four-person Miller Wealth Management team manages investment plans that are intentionally built around the client’s goals and desires. Advisors are proactive in guiding clients to connect their wealth to their values.
Stephen Miller, senior advisor, said, “With the support of EverSource, the Miller Wealth Management team will be better equipped to deliver on our mission as we continue to serve our clients with excellence.” Miller explained that the transition brings new advantages to their clients, including access to a broader selection of investment opportunities.
Mark Wesson, EverSource CEO, said, “EverSource is uniquely suited to provide the kind of integrated and scalable wealth management platform that Stephen, James, and their team need as they continue to grow and to expand their services, particularly to wealthy families.”
“It’s very rewarding to see this young, second generation team of advisors carry on the legacy of their family business,” Wesson continued. “We appreciate their commitment to helping their clients faithfully steward their resources, which aligns with our mission as an RIA.”
About EverSource Wealth Advisors
EverSource Wealth Advisors® is a financial services platform which provides resources and back-office technology for independent financial advisors. EverSource is strategically partnered with BMSS, LLC, a global accounting firm headquartered in Birmingham, Alabama. 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 impact.