Do you feel stuck spending too much time doing things you hate?

As your practice continues to grow, do you find yourself still doing the work you are most passionate about or are you juggling too many roles? Are you serving clients the way you want with the highest level of responsiveness? Do you feel boxed in? Does your current culture fit your values? Are you freed up to make the life impact you want?

We've been in your shoes.

We recognize you are a successful advisor who has developed a great practice and maintains a reputation of producing quality work. We know you have the ability to take your talents even further, but may lack the support and resources needed to get there. EverSource is designed to make that process easier for you.

We've built a total support system for wealth advisors, RIA firms and CPA firms that allows them to focus on what really matters. Discover a better way to make a positive impact. We meet you where you are, work with you to determine where you want to go and provide continued support as you set out on the path toward success. 

EverSource Wealth Advisors' Total Support System SM helps you focus on more of what you love most.

Discover how the EverSource platform helps businesses like yours. 

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Wealth Advisors

Focus on client relationships and what you do best by accessing the EverSource Wealth Advisor platform for growth and impact.

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Independent RIA Firms

Take your business to the next level of growth and capabilites while focusing on what your firm does best by employing the EverSource Wealth Advisor platform for RIA firms.

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CPA Firms

Serve your clients' best interests by building a fiduciary wealth management practice inside your firm with help from EverSource Wealth Advisors.

 
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How can you smile at the future?

Enjoy all the things you love, without the things you hate.

We enable you to leverage the resources of a big firm, while still enjoying the freedom that comes with independence.

 

CAPABILITIES

Leverage our next-generation technology, operations, compliance, investment platforms and practice management consulting for life-work balance, growth and impact.

COMPENSATION

Strengthen your team of advisors by designing a competitive salary and equity compensation structure.

CULTURE

Gain a network of support that aspires to grow and create an impact. We value and support independent, fiduciary models that are planning-centric.

COMMUNITY

Join a community of like-minded peers who are leaders in the industry and continuous learners. Our community is committed to serving clients and having a positive impact on our communities.

Start on a new path today.

Many advisors feel stuck, and spend much of their time doing things they hate. We've built a total support system for wealth advisors, RIA firms and CPA firms that allows them to focus on what really matters, providing a better way to make lasting positive impact and enabling them to smile at the future.
 
Our team has helped over 100 advisors and 40 firms transition to better business models. Let us help you focus and grow your practice so you too can smile at the future.