California RIA Joins EverSource Platform

Contact: Ed Hart, Director of Marketing and Business Development, ehart@eversourcewa.com

Birmingham, Alabama—EverSource Wealth Advisors welcomes HarvestWise Wealth Planning as an RIA team on the EverSource platform. Led by Shane Kochon, MSFS, CRPC®, CAP®, AIF®, HarvestWise is based in Escondido, California, and has been serving clients for more than ten years.

As a Total Support System for RIAs and independent advisors, EverSource offers a distinctive culture and business model. Advisors affiliated with EverSource are part of a like-minded community and have access to institutional-quality technologies, investment solutions, and planning resources designed to fuel growth and enable greater values-integration in their business.

HarvestWise distinguishes its practice with a deep commitment to aligning wealth with purpose. Through purpose-driven financial planning and investment management, Kochon says his team guides clients “in wise stewardship for a lasting legacy.”

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About EverSource Wealth Advisors

Launched in 2017, EverSource now serves advisors nationally, with a total of almost $4.B 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.