Austin-Based Advisory Team Takes EverSource to the Heart of Texas

EverSource Wealth Advisors® is pleased to welcome Verde Wealth Advisors to the EverSource platform. Led by Nathan Serven, CFP®, CIMA®, ChFC®, CEPA, the practice is based in Austin, Texas’s thriving capital city. 

Serven launched Verde Wealth three years ago, after 15 years of serving clients as a financial planner, investment advisor, and wealth manager. The Verde Wealth team specializes in wealth management and exit planning for successful entrepreneurs and pre-retirees.

“My draw to EverSource,” Serven says, “has been the institutional quality team and support, forward-looking technology/AI posture, open architecture investment offerings, and an entrepreneurially aligned advisors community and Home Office.”

EverSource’s association with Verde Wealth builds on five years of continued growth in Texas, where the EverSource presence also includes six advisors across the Dallas-Fort Worth metropolitan area.

About EverSource Wealth Advisors

EverSource serves advisors nationally, with a total of $6.3B+ in assets under management. The Total Support Platform provides advisors with proprietary technology, regulatory compliance, and investment oversight, with leading national firms serving as custodians for client assets.

Contact: Ed Hart, Head of Audience Development, ehart@eversourcewa.com