Evernest Financial Advisors
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About the firm
EverNest is a fiduciary-only wealth management firm providing comprehensive financial planning and investment services to individuals, families, foundations and endowments. The firm is based in Carmel, Indiana, and serves clients nationwide. EverNest was founded in 2022 on the strength of decades of financial services experience across its team.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning (covering family, retirement, business, and charitable giving) and investment management (including values and risk assessment, investment selection, and portfolio review).
Who they serve
Investment professionals, independent heads of household, business owners, technology executives, retirees, rising career professionals, families, foundations and endowments; ranging from individuals to multi-million-dollar institutions, served nationwide.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 146 | $42M |
| High Net Worth Individuals | 148 | $868M |
| Charitable Organizations | 1 | $14M |
| State/Municipal Entities | 4 | — |
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Evernest Financial Advisors has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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