Everson Wealth Management

Everson Wealth Management

5.0(1 review)

About

I have been in the Financial Advising business for over 25 years. I really enjoy helping people and seeing them succeed. I build relationships with my clients, not transactions

I do specialize in people over the age of 50 years of age but I have clients of all age groups. I am a Fiduciary Advisor and enjoy what I do


Highlights

2 employees
22 years in business
Serves Oklahoma City , OK

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  • Reviews

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    TW

    Tom W.

    I met Jeff at one of his financial seminars in June. My wife and I decided to meet with him personally to discuss our situation. We are 2 years away from retirement and we were worried about how much income we would have for the rest of our life. We didnt want to outlive our money. Jeff put a plan in place and a couple investments that we liked. He was straight forward and you could tell he really wanted the best for us. Ive already referred a few of my close friends to him because they are in the same situation we are in. As Jeff told us One hour that can affect the next 30 years of your life It was an hour well spent!
    ... Show more
    July 10, 2019

    Frequently asked questions

    We will meet and talk about your goals for your money, your risk tolerance and put a plan together that you are happy with and that makes sense for you.

    I have been a Financial Advisor for over 25 years. I am a Fiduciary and a Registered Investment Advisor. I am also Independent and able to offer any investment that you are interested in.

    Pricing all depends on the plan that we put together. The first consultation is always free so we can decide if you even need my services or if you could do them on your own. Some basic plans are also free depending on what products you decide fit your situation. 

    I got started actually in 1995. I was in the military and my wife and I had a baby. I had always been interested in finance and was studying that in college while I was in the Air Force. I met with a Financial Advisor and was telling them the types of investments I was interested in. He ended up hiring me to work for him part time and I was hooked.

    I have clients in all age brackets and income levels. I do specialize in people over the age of 50 but I have clients in all age ranges.

    I volunteer with the Lung Transplant Foundation of North Carolina. I also am the main sponsor of their annual Golf Tournament. It is a fun time and the money goes to a very good cause.

    Find out what licenses they have an if they are a Fiduciary. A Fiduciary is required to put your needs first. I know that sounds crazy but there are a lot of people out there that call themselves a Financial Advisor but they really aren't.


    Services offered

    Financial Services And Planning