WElcome
At EverNest, we believe in financial fluency designed to balance your lifestyle both in the moment and in the future. We serve families, business owners, corporate executives, investment professionals, heads of households, and non-profits with unique circumstances and aspirations that require a tailored approach.
To attain your goals, we develop an in-depth financial plan as a living, technology-enabled roadmap that informs how we approach your lasting financial well-being.
Our Standard of Care
Our approach to serving our clients is inspired by the standard of care from the medical field: First, do no harm. Always act in the best interest of those under our care, don't create unnecessary procedures, and exercise prudence and appropriate caution in the services we provide. This belief comes from training and experience … but also from our commitment to putting clients first.
FRANK J. ESPOSITO, CFA
Our Philosophy
While financial planning and investing can feel complex and overwhelming, our goal is to inform and educate you as we partner to define and achieve what is important to you. We believe this requires empowering you with the “whole story” behind both the potential positive outcomes as well as the risks.
Regarding our investment approach, we believe a diversified portfolio that controls important risks, manages investment costs appropriately, and is well aligned with a customized financial plan is the critical first step toward success.
Further, we believe that wealth is created through the long-term ownership of growing businesses and we embrace those fundamentals at EverNest. To create sustained wealth, we leverage a deep understanding of the ever-evolving market and match that knowledge with your goals.
We Believe…
Your investment portfolio should be aligned with your unique situation and designed to achieve your objectives while taking into account your willingness to take risks.
Diversification is a critical tool to manage portfolio risk by investment type, as well as concentration (economic sector or stock level).
While investment markets can experience extreme stress at points, markets tend to be relatively efficient over time
An investment portfolio should take into account your preferences and experience - that are consistent with their objectives and risk tolerance
Customized financial planning and personalized investment management are essential to long-term success.
eVERnEST Services
BUSINESS TRANSITIONS
Preserve the value of your business.
GENERATIONAL PLANNING
Create fulfilling outcomes for your family.
RETIREMENT PLANNING
Enjoy the security of a fruitful future.
EDUCATION PLANNING
Provide a promising future for your children.
CHARITABLE GIVING
Support your community mindfully.