EVEREST FINANCIAL ADVISORS, LLC

Overview

Everest Financial Advisors, LLC is an independent registered investment adviser operating as a limited liability company with an individual owner. The firm acts as a capital allocator for both individual and family clients as well as select institutional relationships. Its core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, selection and oversight of third‑party advisers, and educational seminars or workshops. Fee arrangements are flexible and include percentage‑of‑AUM billing alongside hourly and fixed fees for specific planning and consulting work. Investment activity centers on model and fund‑based solutions rather than concentrated, single‑stock portfolios. The firm runs primarily discretionary mandates, relies on outside managers when appropriate, and favors broadly diversified public funds and mutual funds as the primary vehicle for delivering asset allocation, income and growth objectives. Everest is not an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Location & Offices