Tue, Sep 5, 2023 6:03 AM
TULSA, Okla.--(BUSINESS WIRE)--Sep 5, 2023--
EverPar Advisors is proud to announce that it has officially launched as an independent SEC-registered investment advisory firm.
Based in Tulsa, Oklahoma, EverPar is an independent investment advisory firm that provides objective advice, comprehensive wealth management services, and unique investment opportunities to help successful business owners, families, and foundations secure their financial future, enrich their quality of life, and redefine their relationship with money for generations to come.
EverPar was founded by five partners from three different firms, including Michael Christian, Tim Koski, and Craig Silberg from Morgan Stanley, David Ellis from UBS, and Courtney Hoffman from Raymond James. The partners have over 100 years of combined experience and have built a reputation over the decades for excellence in multigenerational wealth planning, estate and trust strategies, tax planning, and alternative investments. They collectively managed approximately $750 million at their former firms.
“We are launching EverPar because the needs of clients have outgrown the wirehouse model,” said Michael Christian, Founding Partner at EverPar Advisors. “To genuinely meet these needs, we are building a culture grounded in service and focused on the growth of long-term relationships.”
The name EverPar is short for “Forever Partners” – reinforcing the firm’s commitment to building multi-generational relationships and partnering with clients throughout their long-term journey. The firm’s mantra – “Planning for Generations” – embodies its unwavering commitment to collaborating with clients across every aspect of financial life today and building lasting wealth for tomorrow.
“We believe financial planning is personal and always evolving. That's why our team builds a meaningful relationship with each of our clients that makes an impactful difference in their lives and the lives of future generations,” said Courtney Hoffman, Director of Financial Planning at EverPar Advisors. “Designing, implementing, and monitoring a plan takes more than a click of a button. It takes a financial team that looks out for you, supports you, and can adapt to your changing needs.”
The partners will be joined by a team of experienced professionals, including Kerri Musgrove and Lorri Ann Henry who will serve as Client Service Administrators. In addition, EverPar has aligned advanced technology and top-tier resources to deliver an exceptional experience, protect the best interests of clients, and ensure the safety of assets.
“As fiduciaries, our investment philosophy is centered on putting the best interests of clients first,” said David Ellis, Chief Investment Officer at EverPar Advisors. “Our team develops customized investment solutions, unique to a client’s financial goals, with a focus on after-tax returns and enhancements using non-traditional investments.”
About EverPar Advisors
EverPar Advisors LLC is an independent advisory firm committed to helping successful business owners, families, and foundations secure their financial future, enrich their quality of life, and redefine their relationship with money for generations to come. For additional information, please visit: https://everpar.com.
LinkedIn: EverPar Advisors
View source version on businesswire.com:https://www.businesswire.com/news/home/20230905980075/en/
CONTACT: Media Contact:
Michael J. DeSola, Jr.
DeSola Group, Inc.
KEYWORD: OKLAHOMA UNITED STATES NORTH AMERICA
INDUSTRY KEYWORD: PERSONAL FINANCE FINANCE CONSULTING PROFESSIONAL SERVICES ASSET MANAGEMENT
SOURCE: EverPar Advisors LLC
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PUB: 09/05/2023 09:00 AM/DISC: 09/05/2023 09:03 AM