Using Your Business for Kingdom Impact Should Be Simple
We are an RIA Platform for Independent Faith-Driven Financial Advisors
Do You Feel Like You Could Be Doing More?
But compliance won’t let you bring your faith into the workplace?
Is your firm stewarding your revenue into initiatives that you don’t agree with?
Does the pain of moving to independence seem overwhelming and insurmountable?
Have you found yourself in a firm where your values aren’t aligned?
Are you tethered to the office because of antiquated technology?
Do you lack the community and tools to take client relationships to the next level?
Transition to Independence and Impact
We help faith-driven financial advisors transition to a better business model. EverSource advisors serve their clients with excellence, grow their business and their income, and experience the benefits of a culture and community aligned with their values.
Helping Wealth Advisors Achieve More
FREEDOM
Integrate faith and business. Steward your revenue based on your convictions. Work from anywhere.
IMPACT
Access to the tools and team equipped to help you have Kingdom impact and grow your business.
COMMUNITY
Experience a community of faith-driven advisors that encourage excellence in business and faithfulness to biblical principles.
At EverSource, we get it.
Breaking away isn’t something to take lightly. Successful breakaways depend on a number of factors; finding the right culture, navigating a web of restrictive covenants, and choreographing every activity of the transition. You need an experienced partner to navigate the way and help with the heavy lifting. At EverSource, we’ve helped many other advisors transition to independence and into thriving communities of like-minded professionals.
Download a copy of our transition process overview.
Your Transition to Independence Made Simple
How It Works
Tell Us
Your Story
Share your vision for the future and understand your calling as an advisor.
Analyze
Your Business
We give you a comprehensive and fully transparent analysis of your business on the EverSource platform.
Create a Comprehensive Transition Plan
We understand transitions are sensitive and stressful. Our industry experts have helped hundreds of advisors transition and avoid legal issues.
Achieve Freedom, Independence, and Impact
Focus on doing what you love most and create a practice that leaves an impact for generations to come.
What We Offer
CAPABILITIES
Cloud-based technology and a back office team enable you to serve clients in a virtual environment and conduct business from anywhere you have an internet connection.
COMMUNITY
Get plugged into the faith-driven advisor community and surround yourself with like-minded peers who are leaders in the industry.
COMPENSATION
Competitive compensation and ownership of all your client relationships means you’re the one stewarding your resources, not your firm!
CULTURE
We are a collective of independent, planning-centric fiduciaries who are committed to a culture of trust built around advisors, not the home office.
CLIENT EXPERIENCE
Our technology provides clients a customizable and transparent experience. Take your client relationships to a deeper level with our Life Impact Stewardship Journey.
Who We Serve
WEALTH ADVISORS
Focus on client relationships and what you do best by accessing the EverSource Wealth Advisor platform for growth and impact.
INDEPENDENT RIA FIRMS
Take your business to the next level of growth and capabilities while focusing on what your firm does best and outsourcing the rest.
Download more information about our investment platform and program options.
Custom Investment Solutions and Support
The EverSource Advisor Advantage
EverSource Wealth Advisors empowers independent financial advisors to realize their aspirations for impact in the lives of their clients. Our Total Support System provides full back office support in the areas of technology, investment management, operations, compliance, and client services. Both our culture and technology platform are specifically designed to incorporate biblical principles into the financial planning and investment management process. As part of a like-minded community, with freedom to focus on what matters most, EverSource advisors enable their clients to “Smile at the Future.”
Start on a new path today.
We are passionate about allowing advisors to run their practices as they desire. We know the benefits of independence, and we are committed to providing this value for our clients. We help you focus on what really matters so that you can smile at your future.