20-Year Practice in Northern Virginia Joins EverSource
Contact: Ed Hart, Director of Marketing and Business Development, ehart@eversourcewa.com
Birmingham, Alabama—The nine-member team of Clarion Wealth Management Partners in Fairfax, Virginia, has moved investment management and operational support to the EverSource Wealth Advisors® platform as an EverSource team. Clarion has been in business for 20 years, led by Founder and President David W. Young, III, CEP®, RFP®, AIF®. The practice serves more than 400 households.
At Clarion, success is built around long-term relationships where advisors consider each client’s unique goals, values, and perspectives about wealth. The practice has developed numerous managed partnerships to offer comprehensive expertise for clients.
Young has been affiliated with leading financial networks throughout his career and has been nationally recognized as a top advisor, mentor, and trainer of other advisors. He is a Certified Estate Planner™ (CEP®), Registered Financial Consultant (RFC®), and Accredited Investment Fiduciary® (AIF®). He has passed the Series 65 and 63 securities exams and holds life/health and life/annuity licenses in Virginia and in other states and territories throughout the United States.
The Clarion Wealth Management Partners team includes four advisors in addition to Young, along with a complete client support staff.
Clarion is the second EverSource team in the Northern Virginia/Washington, DC, area. Arlington-based Nexus Impact Advisors, led by Endel Liias, joined the EverSource platform in February 2023.
About EverSource Wealth Advisors
Launched in 2017, EverSource now serves 60+ advisors in 15 states, with a total of $3.7B+ in assets under management. EverSource provides advisors with proprietary technology, regulatory compliance, and investment oversight, with leading national firms serving as custodians for client assets.