For the diverse needs of faith-motivated wealth advisors. The EverSource Investment Office provides access to a broad range of institutional quality public and private funds.

Big firm resources plus the freedom of independence. Our professional team has a proven record of transitioning advisors from banks, wirehouses, corporate RIAs, and other firms.

To help you take control of your day. Consider It Done! professional administrative assistants manage client accounts and handle administrative tasks.

Evaluating your options for independence. Consider the benefits of operating on the EverSource platform, compared to setting up your own RIA.

Moving compensation from a cost to a competitive advantage. For all types of businesses, EverSource offers strategic advisory services for the design and delivery of pay structure, incentives, and executive compensation.

Beyond financial planning and investment advice. EverSource provides a broad place for faith-driven advisors to practice God’s calling on their lives through a strategy of employing the power of uniqueness of each advisor.

Preventing relational breakdowns, for effective wealth transfers and business succession plans. EverSource works with couples and families to resolve conflicts and improve communication among family members.

Guiding clients in purposeful living. Exclusively for EverSource advisors, the Life Impact Stewardship Journey is a holistic life planning tool built on biblical principles for clients.

Through an emphasis on spiritual integration at EverSource, we offer support, nourishment, and celebration to give flight to your calling. Together, let’s create a customized plan to keep you soaring.