a TOTAL SUPPORT PLATFORM
for FAITH DRIVEN ADVISORS
Our calling is to give flight to your calling
A Platform Built Around the Advisor’s Ideal Life℠
At EverSource, growth is not the only goal. When your business is aligned with what matters most to you, you’re empowered for growth and impact. We believe the right platform should help you:
Reclaim time and margin.
Retain full ownership of your client relationships.
Exercise conviction without complexity.
Build a business that serves your life, not one that consumes it.
We’re more than just an RIA. EverSource is a total support ecosystem for advisors who want freedom, control, and lasting impact without walking alone. We journey alongside you to discover and design your ideal life.
You didn’t become an advisor to spend your best energy navigating toxic cultures, misaligned incentives, or business models that work against your values.
You were called to steward people well.
To build something enduring.
To integrate faith and practice without apology or inefficiency.
Yet many advisors find themselves constrained by platforms that limit flexibility, dilute ownership, and leave little margin for the life they envisioned. EverSource exists to give flight to your calling
The Total Lifecycle Partner℠ for Faith-Driven Advisors
A seamless move toward something better.
Transition with confidence. Our dedicated team manages the details so your clients - and your momentum - never skip a beat.
Transition Support
Clarity. Strategy. Stewardship.
Strengthen your business from the inside out with practical coaching and proven frameworks designed for lasting growth.
Practice Management & Business Coaching
Compliance that protects, not restricts.
Our proactive, accessible team helps you navigate regulation with confidence and clarity, so you can stay focused on your clients.
Advisor-Friendly Compliance
Independence doesn’t mean isolation.
Join a community of like-minded advisors who share ideas, encouragement, and purpose, because growth happens best in relationship.
Community & Collaboration
A Community Where Advisors Flourish
We are a collective of independent, planning-centric fiduciaries who are committed to a culture of trust built around advisors, not the home office.
Your Path to Impact®
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.