About EverNest

Fiduciary-only wealth management

Midwest values, serving clients throughout the U.S.

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Committed Allies

We are a fiduciary-only wealth management firm providing comprehensive financial planning and investment services to individuals, families, foundations and endowments.

We earn fees in only one way: Clients pay us for our advice and our work on their behalf. Our only duty is to our clients. That’s the foundation for what we mean by “committed allies.”

There’s more to it, though. You deserve to have your trust earned every day. So, we seek to demonstrate our commitment to honoring each relationship, providing personalized care, professional expertise, and continually improving.

To help our clients achieve what is possible, we regularly ask ourselves these four questions:

  • 1 Are we practicing in the best way possible, not just the common industry way?
  • 2 Are we holding ourselves and our colleagues accountable to do our best work for clients?
  • 3 Are we truly listening to our clients to understand what is important to them?
  • 4 Are we treating our clients fairly?
EverNest office front

Location & History

EverNest is based in Carmel, Indiana. However, you can choose us as your financial ally regardless of where you live. More than half our clients are located outside of Indiana.

We serve clients at, literally, the corners of the continental U.S.—Seattle, San Diego, New England and the Florida Keys—and in places between. In our experience, some clients prefer working with an advisory firm located away from their home base.

EverNest was founded in 2022 on the strength of decades of financial services experience across our team. The firm’s partners are Frank Esposito, CFA and Niki Woodworth, CFP®.

Client Bill of Rights

As you consider EverNest (or any other wealth manager), remember that you deserve:

  • 1 Comprehensive financial planning
  • 2 Truly personalized investment management
  • 3 Portfolios designed to reflect your unique comfort level with risk
  • 4 Peace of mind, knowing your financial situation is monitored effectively
  • 5 Service that goes above and beyond to the highest standard of care
  • 6 A straightforward understanding of your plan, investments and all associated costs
  • 7 Timely input as you address life changes and other important financial decisions

Frequently Asked Questions

“Our approach to serving our clients is inspired by the standard of care from the medical field: First, do no harm. Always act in the best interest of those under our care, don't create unnecessary procedures, and exercise prudence and appropriate caution in the services we provide.”

Frank J. Esposito, CFA, Managing Partner