Strategic Acquisition Extends Business Platform for Financial Advisors
Featured in the Birmingham Business Journal: EverSource Wealth Advisors acquires Texas-based Consider It Done!
March 3, 2021
EverSource Wealth Advisors, a Birmingham-based registered investment advisor, is pleased to announce the acquisition of Consider It Done!, a virtual administrative services company based in Jacksonville, Texas.
Contact: Ed Hart, Director of Marketing and Business Development, ehart@eversourcewa.com
Offering a Total Support System for independent financial advisors and breakaway wirehouse advisors, EverSource Wealth Advisors provides back-office support, along with proprietary technology, compliance consulting, and investment portfolios. EverSource has partnered with Consider It Done! for the last two years to provide virtual administrative services to its advisor network. Through the acquisition, Consider It Done! is now a wholly owned subsidiary of EverSource and will operate as part of EverSource Advisor Services.
Mark Wesson, EverSource CEO, said, “We are thrilled with the combination of Consider It Done! and EverSource Wealth Advisors and believe it will broaden and deepen EverSource’s ability to flexibly and nimbly serve financial advisors and their clients with experienced virtual assistants. We have very complementary cultures which has created synergy for our teams.”
Jessica Riner, founder and president of Consider It Done!, said, “Through working closely with EverSource, we have found them to be a like-minded and visionary firm. We are excited about this strategic partnership and are confident that it will provide CID with resources for growth and improvement in our service offerings.”
EverSource is currently in the process of integrating the platforms and expects to launch the new version of Consider It Done! in the next few months.
About EverSource Wealth Advisors
EverSource Wealth Advisors is a financial services platform providing resources and back-office technology for independent financial advisors. EverSource is strategically partnered with BMSS, LLC, a global accounting firm headquartered in Birmingham, Alabama. Launched in 2017, EverSource was created to offer a distinctive culture and business model that moves advisors and their clients to planning and investing with impact.