OUR MISSION IS TO HELP OUR CLIENTS ACHIEVE

FINANCIAL PEACE OF MIND™

When Everwealth was founded more than 15 years ago, it was based on the philosophy that traditional investment management was out-of-date and flawed, over-charging for speculation instead of investing with education. We set out to change this model by redefining wealth management through our holistic Process, serving clients needs over that of our own. Thank you for taking an interest in us, and we look forward to visiting with you soon.

btrsig

Founder & CEO

We are an independent Registered Investment Adviser with the Oklahoma Uniform Securities Act of 2004 that provides wealth management, investment supervisory and pension consulting services to our clientsWe avoid what we feel are the futile, speculative, and unnecessary cost-generating activities of stock, time and style picking. Instead, we employ a qualitative methodology that emphasizes broad diversification and consistent exposure to the structural trends of the global markets.

Get to Know Us

Wealth Management

We’ve redefined wealth management by focusing on 3 core areas: Investment Consulting, Advanced Planning, and Relationship Management.

Our Process

We engage our 3 areas of wealth management through our unique consultative Process so we can get to know your true wealth goals and objectives.

Wealth Tools

We’ve created some of the best and most robust wealth tools available to help guide the way we engage our Process.

Our Team

Get to Know who we are. We are a family-operated company, and we intend to keep it that way.

Wealth Management

We’ve redefined wealth management by focusing on 3 core areas: Investment Consulting, Advanced Planning, and Relationship Management.

Our Process

We engage our 3 areas of wealth management through our unique consultative Process so we can get to know your true wealth goals and objectives.

Wealth Tools

We’ve created some of the best and most robust wealth tools available to help guide the way we engage our Process.

Our Team

Get to Know who we are. We are a family-operated company, and we intend to keep it that way.

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disclosure

wm = ic + ap + rm

wealth management investment consulting

advanced planning

relationship management

918-524-6325

4200 East Skelly Drive

Suite 350

Tulsa, OK 74135

info@everwealth.net

 

Copyright © 2015-2016 | Wealth Management Advisors, LLC. All Rights Reserved

Everwealth®, located in Tulsa, OK, is a Registered Investment Adviser under the Oklahoma Uniform Securities Act of 2004. We provide wealth management and financial planning services. Past performance is not necessarily indicative of future results. Investing involves risk, including the possibility of financial loss. Please see our Disclosure section for important information.