Individuals & Families

We prioritize understanding

We want to understand you—and we want you to have a straightforward understanding of your plan, investments and all associated costs.

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We Start With Where You Are

Perhaps you have something moving in your financial life—something you want to make sure is attended to well. That's where we'll start.

About EverNest Clients

Our clients come to us because they want peace of mind. That’s true whether you come to us as a head of household managing your own finances or a seasoned investment professional managing millions of dollars on behalf of others.

We put a great deal of emphasis on establishing client fit. Our objective is to form relationships that last for decades—and even generations. We welcome you to contact us to explore fit, and if we can’t help you, we’ll be happy to offer you recommendations.

Read about how we meet client needs across financial planning and investment management.

High Service Standards

At EverNest, we do not have a minimum asset-level threshold. Here’s what we promise regardless of the size of your portfolio.

  • Exemplary service. Personalized attention, tailored to your unique priorities and for your sole benefit.
  • Accountability. Attention to detail and dependability, commitment to excellence, and continuous improvement.
  • Fairness. A high level of value—while carefully utilizing resources and charging appropriately.
  • Empathy. Deeply understand and treat clients the way they wish to be treated.
  • Reliability. Committed to relationship wellness through challenge, prosperity and continually exploring what is possible.
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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