EverNest Financial Advisors
Overview
EverNest Financial Advisors is a fiduciary-only wealth management firm offering comprehensive financial planning and investment services to individuals, families, foundations, and endowments. The firm is based in Carmel, Indiana, and serves clients nationwide, emphasizing Midwest values in its approach. EverNest was founded in 2022 by partners Frank Esposito, CFA, and Niki Woodworth, CFP®, who bring decades of financial services experience to the firm. The firm's investment strategy focuses on a diversified portfolio that includes fixed income, equities, and alternative investments. EverNest employs a team-based model to ensure personalized care and professional expertise for each client. The firm serves clients at various stages, including growth, late stage, pre-IPO, buyout, turnaround, and distressed situations, across a wide range of industries such as financial services, healthcare, technology, consumer goods, energy, real estate, industrial, materials, telecommunications, utilities, consumer services, financial technology, media, transportation, and retail. EverNest's investment philosophy is rooted in continuous improvement and a commitment to excellence. The firm regularly evaluates its practices to ensure they meet the highest standards and are in the best interest of clients. This dedication to quality and client-centric service has established EverNest as a trusted advisor for a diverse clientele seeking personalized financial solutions.
Portfolio Companies
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Unlock full contacts →Frequently asked questions about EverNest Financial Advisors
What sectors does EverNest Financial Advisors invest in?
EverNest Financial Advisors invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Carmel, United States. EverNest Financial Advisors is listed as a other in the ConnectSafely investor database.
What stage does EverNest Financial Advisors invest at?
EverNest Financial Advisors backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does EverNest Financial Advisors invest in?
EverNest Financial Advisors invests across United States.
Who are the partners at EverNest Financial Advisors?
Team members listed for EverNest Financial Advisors include Frank Esposito (Managing Partner) and Dylan Fisher (Vice President, Financial Advisor).
What companies has EverNest Financial Advisors invested in?
EverNest Financial Advisors's portfolio includes Apple, Microsoft, Amazon, Alphabet, Facebook, Johnson & Johnson, ExxonMobil and Procter & Gamble.
How do I contact EverNest Financial Advisors?
EverNest Financial Advisors's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database