Why EverNest
Built for a specific client experience
Find out whether what you’re looking for matches up with how we’re different.
Clients Who Choose EverNest Want…
A right-sized wealth management firm
Work directly with an owner of the firm as part of a team that knows you well. Plus:
- Best-in-class technology
- Team depth
High investment IQ and deep planning experience
Experience an investment philosophy where we simplify as much as possible, but not more. Plus:
- Deep planning experience + specialized partners
- Institutional-quality investment research
To be treated fairly
Choose a model focused on providing you only what’s valuable, not what’s unnecessary. Plus:
- No internal products
- Fee transparency
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