Onboarding
We want to make this easy for you
We take a team approach. You’ll know the people working on your behalf—and we promise to answer your calls and emails.
Getting Started With Your Advisory Team
As you onboard with EverNest, your advisory team will guide you through everything necessary to establish you as a client and to gather all the information that helps us serve you best.
At EverNest we put a partner-led team around every client. You'll know each member of the team working on your behalf—and they’ll know you and fully understand your situation.
A member of the team will serve as your first point of contact and keep everything moving. Our team includes rising professionals with long careers ahead of them—ready to serve your and your family’s interests for many years to come. We aim to be the last wealth management firm you need to pick in your lifetime.
Our team approach is built for responsiveness.
Frequently Asked Questions
Reflect on what is important to you from a financial perspective. Be ready to share your past experiences and concerns. Try to have the best idea about your current and future spending. Be prepared to discuss your willingness to take risk.
There’s no need to come to the meeting clear about answers to these questions. Just allow the thought process to begin. We will work through these and other questions together.
We use large, well known independent custodians: Charles Schwab and Fidelity. We don’t take custody of your assets. Rather, our role is to provide financial planning and make investment decisions.
No. For clients in need of brokerage and custodial services who would like us to invest on their behalf, we recommend Schwab. However, we do not require use of a particular custodian.
We can also advise on outside assets, such as those held with state 529 plan providers and in employer retirement plans.