EVERNEST FINANCIAL ADVISORS

EVERNEST FINANCIAL ADVISORS of CARMEL, IN is an SEC-registered investment adviser (CRD 328161). Regulatory assets under management: $963.0M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (6)

NameRoleLocation
Frank Joseph EspositoMANAGING PARTNER; PRESIDENT
Niki Fowler WoodworthCHIEF COMPLIANCE OFFICER; MANAGING PARTNER
Kevin William StillmanCHIEF COMPLIANCE OFFICER
ESPOSITO FRANK JOSEPHMANAGING PARTNER
Woodworth Niki FowlerMANAGING PARTNER
Stillman Kevin WilliamCHIEF COMPLIANCE OFFICER

More on this firm