EverSource Expands Reach in Thriving Texas Locale
Contact: Ed Hart, Director of Marketing and Business Development, ehart@eversourcewa.com
EverSource Wealth Advisors® welcomes two new advisors in greater Dallas, Texas, the fastest-growing metro area in the United States according to the most recent census data. Ben Fox, CKA®, has launched the EverSource Rockwall office, and David Sandhu, CRPC®, the EverSource Fort Worth office.
EverSource has operated in Texas since 2021, with the EverSource Dallas office in McKinney led by veteran advisor Micky Reeves.
As a Certified Kingdom Advisor (CKA®), Fox seeks to help clients become wise financial stewards through comprehensive financial planning and wealth management. In his practice, he emphasizes financial life planning, faith-based investing, and generosity.
Sandhu, a Fiduciary Financial Advisor and Chartered Retirement Planning Counselor™ (CRPC®), specializes in helping aerospace professionals plan for retirement and steward their wealth wisely.
Likewise, EverSource was created to offer a distinctive culture and business model for advisors. A Birmingham-based RIA, EverSource moves advisors and their clients to planning and investing with values-based impact. Advisors affiliated with EverSource are part of a like-minded community and have access to a broad range of institutional-quality investments, including faith-aligned public and private assets.
Fox, having spent nearly two decades with a leading firm in the financial planning industry, successfully built a financial services practice while also helping to lead a national study group for Kingdom Advisors. He says his move to EverSource is an opportunity to serve his clients in applying their faith to their financial plans.
Fox holds a bachelor's degree and a certification in financial planning from Texas A&M University. He and his wife, Meredith, serve as marriage mentors in their church. They are also actively engaged as volunteers with their local middle school, operating a fathering program that is getting more dads involved at the middle school level.
Sandhu, with a bachelor’s degree in engineering from the University of Washington, began a career in financial planning after more than 10 years as a rocket scientist. When his father passed away unexpectedly, he walked his mom through the tough financial conversations, which sparked a passion to help others.
Through EverSource, Sandhu says he is equipped to help individuals and families achieve peace of mind and align their values with their money. Working both in-person and virtually, he serves clients locally and across the country.
Ed Hart, EverSource director of marketing and business development, says: “We’re excited to see the growth happening in the greater Dallas-Ft. Worth market with the addition of Ben and David. Their respective passions for values-based investing and financial life planning align perfectly with our firm and will complement our McKinney team.”
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.