EverSource Adds Nashville-Metro Firm, Extending Regional Presence in Tennessee
EverSource Wealth Advisors® is pleased to announce the addition of Howard Varnedoe, CFP®, to the growing network of EverSource advisors. Varnedoe is transitioning from his Franklin, Tennessee-based advisory practice, previously known as Charis Advisors Group, and will join the EverSource Total Support System platform as an EverSource advisor.
July 27, 2022
Contact: Ed Hart, Director of Marketing and Business Development, ehart@eversourcewa.com
A Birmingham-based RIA, EverSource now manages $1.19B in total assets. The addition of Varnedoe’s practice in the Nashville area places EverSource in a second Tennessee metropolis. EverSource has operated in Knoxville since early 2021 and expanded there later that year.
EverSource was recently named by RIA Channel as number two in its annual list of “Top 50 Wealth Managers by Growth.” The firm provides regulatory compliance, proprietary technology, and investment oversight for 16 advisors. EverSource works with multiple custodians for clients assets, including TD Ameritrade, Charles Schwab, and Fidelity.
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 values-based impact.
For Varnedoe, the move to EverSource positions him to further his vision for his practice. “EverSource has a team who will handle much of the behind-the-scenes work,” he explained, “so I can focus my time bringing biblical perspective to my clients and helping them think through important financial decisions.” Coming alongside clients, he guides them to manage their money, he said, “so they can focus on what matters most in this season and into the next.”
Advisors affiliated with EverSource benefit from a wide range of investment opportunities for impact investing, values-based investing, and investments in other private assets. Describing his reasons for choosing EverSource, Varnedoe said, “they have a fantastic investing program that aligns with Christian values and principles, and I'll be affiliated with other advisors who hold the same beliefs as I do.”
Prior to starting Charis Advisors Group, Varnedoe was a financial advisor with Ronald Blue Trust in Nashville. He is a graduate of the University of Alabama and has more than 15 years’ experience in financial advising.
Ed Hart, EverSource director of marketing and business development, said: “Howard’s move to EverSource gives him increased business capabilities while enabling him to retain his independence without the concerns of managing an RIA. Even more importantly, Howard will be a great addition to our community of advisors with like-minded values-based perspectives. We are delighted to share this journey with him toward even greater impact.”
About EverSource Wealth Advisors
EverSource Wealth Advisors® is an RIA that equips financial advisors to serve their clients with excellence, grow their business and income, and experience the benefits of a culture and community aligned with their values. With more than $1B in assets under management, EverSource offers a financial services platform with investment resources, back-office support, and proprietary technology for independent advisors.