You want a lot out of your life. So do we.
I think we would get along nicely.
Very few families save money by learning whole new professions like financial planning and wealth management
Roots dating back to
1953
We’ve been at this a long time and we’ve learned a thing or two along the way. Working with a fiduciary is a must. Ask us why.
Legacy Planning at Everspire
Most of our clients want their wealth to endure and have a positive influence beyond their lifetime. In this clip our Risk Consultant, Rick Holt, describes how thoughtful legacy planning can create intergenerational links and family strength even long after a client has passed away. Rick shares a personal example of a grandmother who uses a trust to communicate love to a grandson and granddaughter on their birthdays. See our disclosures (Form CRS, Business Continuity, and Privacy Policy) and learn more at https://everspire.com/.
Everspire: Long-term Care Insurance Considerations
Our Risk Consultant, Rick Holt, shares why Long-term Care Insurance is personal for him. He goes on to explain why demographics and the rising cost of care make it critical that planning for long term care costs needs to be part of any comprehensive financial plan. See our disclosures (Form CRS, Business Continuity, and Privacy Policy) and learn more at https://everspire.com/.
The Everspire Difference
In this video, our COO and co-founder, Roy Jones, shares his conviction that Everspire is a special place, both for clients and for our team. After seeing the financial industry from several different roles, Roy set out to build a firm that is unique both in terms of culture and the way clients are treated. Everspire strives to provide a collaborative, fun, friendly environment that benefits the growing Everspire community. What we provide is truly different from what the industry usually offers.
Everspire: A Culture of Education
Everspire advisors and financial planners embrace an educational approach. In this video, our team discusses how much we enjoy working with clients to educate them about financial planning concepts, investment options, and what’s out there. By doing the work to understand complex topics and then convey that information in an understandable and actionable way, we empower our clients to make informed decisions.
Client Focus at Everspire: Our Fiduciary Commitment
Everspire advisors and personnel discuss what motivates our team. Everspire cares about your future and your needs. We want to do right by you and your family. Our team has an absolute commitment to fulfilling our fiduciary duty to clients. A “fiduciary” has a legal obligation to put the interest of the client first and we embrace this responsibility.
Giving Back | Sharing Smiles with Camp Hope | Everspire
At the heart of the Everspire vision and culture, is giving back and spreading smiles. We are proud of our special collaboration with Sackcloth and Ashes to help support Camp Hope. To thank our clients, we decided to gift them high quality blankets. Each blanket came in a sturdy box with a list of items to be given to those experiencing homelessness. Typically, Sackcloth and Ashes will match one-for-one a blanket donation to your local homeless shelter. However, when they learned about Everspire’s support of Camp Hope (part of the Children’s Justice Center) their team rallied together and put together something extra special for these child victims of severe abuse.
Investment Advisory | Financial Planning
Everspire offers comprehensive financial planning and wealth management solutions to families, entrepreneurs, and executives. We embrace global diversity and steward the protection, growth, and distribution of our clients’ wealth. Very few families save money by learning whole new professions like financial planning and wealth management while practicing on themselves. At Everspire, we have decades of professional experience in these areas. We work continuously to improve our research, technology and personnel. We are laser focused on our clients’ financial lives and objectives.
The case for succession planning for financial advisors
Gain clarity and insight on Succession Planning with our white paper.
By: Roy Jones, CFP® | Joshua Jones, CFP®
Succession planning for financial advisors is complicated. Beginning this process early is critical and offers many benefits. This is your legacy and life’s work. Click here to learn more about your retirement options and transitioning with flexibility.
“WE BELIEVE EVERYONE HAS THE RIGHT TO A POSITIVE INVESTMENT EXPERIENCE. WE WILL DO EVERYTHING WE CAN TO HELP THEM TAKE CONTROL OF THEIR FINANCES AND LIVE BY DESIGN.”
-Joshua Jones
RETIREMENT PLANNING
For most Americans who have accumulated wealth, managing finances is either complex and time consuming or a list of guilt-inducing to-dos that never get done. 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 that our process will help you gain confidence and clarity and save you time.
COACHING
If you think wealth management just means managing investments, you are not alone in having lamentably low expectations for your advisor. What good is a beautiful financial plan that encompasses every aspect of your financial life if it just collects dust? At Everspire, wealth management means both planning and follow-through: Plan. Implement. Measure. Adapt. Encourage. Accomplish. Achieve.
INVESTING
Very few families save money by learning whole new professions like financial planning and wealth management while practicing on themselves. At Everspire, we have decades of professional experience in these areas and we work continually to improve our research, our technology, and our personnel. While even the most intelligent, educated, and disciplined person may struggle to replicate our services for themselves, we keep a laser focus on our clients’ financial lives and objectives.
We 🤍 CPA’s and Tax Attorneys.
Because we work with them a lot.
SERVICES
DOING GOOD WITH YOUR MONEY
It is possible to make an impactful return on investment while eliminating exposure to companies that don’t share your values—companies cited for child labor practices, those with substantial revenue from tobacco products or environmentally damaging business practices, and other criteria. We offer sustainable investing for both individual investors and organizations.


DOING GOOD WITH YOUR MONEY
It is possible to make an impactful return on investment while eliminating exposure to companies that don’t share your values—companies cited for child labor practices, those with substantial revenue from tobacco products or environmentally damaging business practices, and other criteria. We offer sustainable investing for both individual investors and organizations.