Colorado Advisor Team Joins EverSource for Values-Driven Growth Trajectory
Contact: Ed Hart, Director of Marketing and Business Development, ehart@eversourcewa.com
EverSource Wealth Advisors welcomes the Englewood, Colorado-based Alpha Principle team to the EverSource community. With an extensive background in serving high-net-worth clients, founder Eric Koeplin, CKA®, formed Alpha Principle in 2022 with innovative vision for values-driven investing. His desire is to serve clients seeking to grow and protect their wealth while also using their wealth to make a positive difference in the world.
The Alpha Principle team includes Brian Folkerts, Managing Partner, and RJ Maunton, Director, Advisory Services.
The practice specializes in values-based investing with a highly customized approach focusing on the complexities of wealth across the spectrum for high-net-worth or ultra-high-net-worth families and institutions.
Advisors affiliated with EverSource are part of a like-minded community with resources designed to support advisor business development and enable greater values-integration in their business. The EverSource platform provides access to institutional-quality technologies and investment solutions including faith-based private and public investment funds.
About EverSource Wealth Advisors
EverSource serves advisors nationally, with a total of $4.6B+ in assets under management. The Total Support System provides advisors with proprietary technology, regulatory compliance, and investment oversight, with leading national firms serving as custodians for client assets.
Past performance is not indicative of future results. This press release is for informational purposes only and does not constitute investment advice.