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A Forever Home For Driven, Independent Advisors

Reach for an Opportunity with <em><strong>Unlimited Potential</strong></em>

Reach for an Opportunity with Unlimited Potential

If you’re interested in working for yourself while helping others, a career as a financial planner might be what you’re looking for. By partnering with Evershore Financial Group, you can establish and grow your practice while helping others grow their wealth. As a part of the Evershore Financial team, you gain access to an extensive support system and outstanding resources, all geared toward backing your efforts as you focus on your clients’ success.

Who We Help

New Advisors

New Advisors

Considering a career as a financial advisor? Connect with Evershore to find out what it takes to launch and grow this highly sought-after career.

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Experienced Advisors

Experienced Advisors

If you’re an established representative, we can help you take your business to the next level. Contact us to see how we can partner in your success.

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Women Advisors

Women Advisors

Evershore is here to support you, whether you’re considering moving to the industry or are a successful professional. Contact us to learn more.

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Evershore Financial Group — A Great Place to Network

There are many reasons to join forces with Evershore Financial Group, including powerful resources, ongoing education and compliance support, among others. Explore how Evershore can help you establish and grow your business through enhancing your business model, and improving operations and elevating your client experience.

Affiliate with a Great and Supportive Culture

Affiliate with a Great and Supportive Culture

Evershore Financial is dedicated to both your and your client's success. As such, the foundation of our culture consists of ongoing support and networking, helping you to reach your greatest potential. Though you’re in business for yourself, you’re never by yourself. 

Join a Team of Actively <em><strong>Involved Community Members</strong></em>

Join a Team of Actively Involved Community Members

Evershore Financial’s associates and staff are firm believers in the importance of community involvement. Many of our own serve in leadership roles on committees and boards of directors. When you join us, you join a collection of individuals who passionately offer their talents to serve charities and non-profits, including those that assist veterans, the disabled, under-served groups and conservation organizations.

Join Evershore

We have the teams, tools, tech and solutions you need to scale your business how you want, when you want.

Wealth Management Solutions

Advanced Planning Team

Retirement Planning Solutions

Turnkey Tech and Tools to <em><strong>Power Your Business</strong></em>

Turnkey Tech and Tools to Power Your Business

Access to state-of-the-art financial technology tools can help you make informed decisions and stay competitive in a complex and ever-evolving marketplace. Through Evershore, you can access powerful platforms such as AdviceWorks, which enables you to track ongoing portfolio performance and easily collaborate with clients regarding their goals and progress. Meanwhile, clients can access all their accounts and see their progress anytime, from anywhere, all in one place.

Cutting-Edge Practice Management Tools

Financial Planning Department

An experienced team dedicated to planning and forecasting to help support the decisions you make on behalf of your clients.

Marketing Department

Our marketing and content strategists have great experience to help you create blogs, podcasts and webinars. This information is shared with your clients to educate them and improve their financial intelligence.

Investment Advisory Department

The investment advisory specialists provide important information and resources. This helps you provide the best products and services to keep your clients on a clear financial path.

Access to Senior Advisors

You can connect with knowledgeable, experienced advisors who can answer your questions about industry trends, economic cycles and other factors that can impact financial planning.

Advisor Resource Center

The resource center provides information that will help you build roadmaps and offer additional tools and advice to support client goals and objectives.

Employee Benefits Department

Oversees your benefits and compensation and provides support both during and after you transition to Evershore.

Compliance Department

Our compliance department offers highly skilled compensation professionals who keep track of legislation and FINRA requirements. This ensures that recommended investments are in line with regulatory objectives.

Contracting + Licensing Department

Helps you with specific licensing needs you might have. Our staff can work with you to study and help you earn your CFP, Series 7 and other certifications, allowing you to provide more service to clients.

Proven, High-Quality Services

Our suite of services supports solutions that focus on what’s best for her personal and financial well-being.

Explore Services

A Customized Process

Our step-by-step process -- helped by your input -- helps create a flexible, one-of-a-kind plan tailored to your specific situation.

Our Process

A Highly Specialized Team

Our experienced and knowledgeable professional advisors also have the resources of Evershore specialists. Together, we help you maintain your financial ecosystem.

Meet the Team