About Us

committed allies

To be our clients’ committed allies means a relentless focus on outcomes and service, as well as a willingness and desire to keep improving over time.

Our founders, Frank Esposito and Niki Woodworth, launched EverNest to preserve and build upon their well-established approach to serving clients. The name "EverNest" reflects your longer-term nature of your financial objectives balanced with desire for security.

With over 40 years of combined experience, our mission is serve you as a true fiduciary by creating an environment with an open-door policy that welcomes open communication and clarity around your goals. As your financial ally, the EverNest team aims to deliver a proven commitment to excellence and the best possible outcome for your situation.

 

our values

Each day, we ask ourselves these four questions:

Pursuing excellence

  • Are we practicing in the best way possible, not just the common industry way?

  • Are we holding ourselves and our colleagues accountable to do our best work for clients?

Honoring relationships

  • Are we truly listening to our clients to understand what is important to them?

  • Are we treating our clients fairly?

 

Client bill of rights

  • Comprehensive financial planning 

  • Investment management that's truly personalized

  • Service that goes above and beyond to the highest standard of care

  • Peace of mind through knowing your financial situation is monitored effectively

  • Portfolios designed to reflect your unique comfort level with risk

  • A straightforward understanding of your plan, investments, and all associated costs 

  • Timely input to your important financial decisions