Welcome to the future of wealth management

Welcome to the future of wealth management

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No sneaky fees.
No surprises.

Humans.
Meet us the way you want.

We are fiduciaries.
This is our commitment.

The client experience.
Our firm is very different.

Why settle for less?

It is not hard to see that for most Americans who have accumulated wealth, managing the complexity that accompanies wealth is either time-consuming or a list of guilt-inducing to-dos hanging over our heads. Time spent trying to interpret IRS codes on Required Minimum Distributions is a morning missed with a grandchild or another afternoon not golfing. We believe our process helps gain confidence and clarity while saving time.

Why settle for less?

It is not hard to see that for most Americans who have accumulated wealth, managing the complexity that accompanies wealth is either time-consuming or a list of guilt-inducing to-dos hanging over our heads. Time spent trying to interpret IRS codes on Required Minimum Distributions is a morning missed with a grandchild or another afternoon not golfing. We believe our process helps gain confidence and clarity while saving time.

If you aren’t moving forward you’re falling behind

As independent advisors we try to evolve with the technological world.

Real estate. Really.

From securitized real estate investments to our 1031 replacement properties, real estate may reduce exposure to the stock market and provide many other benefits.

Real estate. Really.

From securitized real estate investments to our 1031 replacement properties, real estate may reduce exposure to the stock market and provide many other benefits.

The accredited investor

Some investments require the investor to be accredited.

Global access

Fund a single account with multiple currencies in 24 countries.

Introducing your team

Our CFP® professionals and licensed advisors are trained and qualified to give you advice based on your specific financial situation.

Roy Jones, MBA
CERTIFIED FINANCIAL PLANNER™

Joshua Jones, MBA
CERTIFIED FINANCIAL PLANNER™

Jason Lindquist, PhD
Director of Investments

Gerrilyn Merrill
Wealth Advisor

Looking for a more dedicated, one‑on‑one relationship with a financial advisor?
Get matched with a vetted, independent CFP® professional who can provide more regular and comprehensive financial planning. Learn More

We stand behind our work. Learn more

Questions? Visit the Support Center, or get in touch:

Everspire

9125 Monroe Plaza Way, Suite A
Sandy, UT 84070

Phone: (801) 545-8706
Fax: (801) 545-8706

Investment advisory services offered through Everspire. Everspire and DFPG Investments, Inc. are not affiliated. Everspire is a branch office of DFPG Investments, Inc. Securities offered through DFPG Investments, Inc. Member FINRA / SIPC