EverSource Establishes Headquarters in Colonnade Office Park to Facilitate Company Mission
In the past two months, EverSource Wealth Advisors®, a Birmingham-based RIA, has added five financial advisors to its Total Support System platform. This new growth expands the scope of EverSource’s business and increases assets EverSource manages directly, or for which it provides management support, to over
$1 billion.
June 3, 2021
Contact: Ed Hart, Director of Marketing and Business Development, ehart@eversourcewa.com
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 lasting impact. Advisors affiliated with the EverSource platform benefit from a wide range of investment opportunities for impact investing, values-based investing, and investments in other private assets. EverSource partners with organizations such as Faith Driven Investor, the Lion’s Den, and Birmingham Business as Mission as well as large fund managers committed to values-based investing.
Recent company growth has led to the addition of new staff for EverSource, necessitating a larger office space. On April 23, EverSource moved from its previous Riverchase location to a newly renovated suite of offices at 3500 Colonnade Parkway. The new Colonnade office encompasses approximately 7,000 square feet, providing space for a total of up to 30 staff and affiliated advisors.
EverSource’s previous office space in Riverchase was intentionally located alongside BMSS, LLC, a locally-based global accounting firm associated with EverSource. Mark Wesson, EverSource CEO, said, “We are thankful to our partners at BMSS who provided us with excellent space and resources serving as a great incubator.”
The new office suite will reflect the company’s vision, as space will be furnished with art, artifacts, books, and photography to showcase the effects of values-based investing around the world. Beyond day-to-day business operations, EverSource will also utilize the site to host entrepreneurs and investors from around the world who are committed to Business as Mission and impact investing.
Sharing the office space with EverSource is the Miller Wealth Management team which joined the EverSource platform on May 3 and serves clients across the nation. The four-member team, led by Stephen Miller and James Miller, was affiliated with Merrill Lynch until the move to EverSource this month. The EverSource platform provides Miller Wealth Management and other financial advisors with end-to-end support in such areas as investment management, communications, and compliance.
The new office suite also houses the wealth management team of BMSS Wesson Wealth Solutions, another firm operating on the EverSource platform, as well as CPAs and advisors from BMSS, LLC.
Rhonda Hitchcock, EverSource Chief Operating Officer, said, “We’ve designed this new space to be a reflection of our mission and values, and it’s our hope that our clients, financial advisors, and other visitors will be drawn towards our vision.”
“We are very excited about the location, design, and capabilities of our new space,” Hitchcock continued. “In addition to our EverSource corporate staff, the location of our partners in the space enables us to provide an amazing breadth of services to financial advisors and their clients.”
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. Currently supporting more than $1 billion in investment assets, EverSource offers a financial services platform with investment resources, back-office support, and technology for independent advisors.