Everman Prosperity

Overview

Everman Prosperity LLC is an independent, Virginia-registered advisory firm organized as a limited liability company and owned by an individual principal. The firm focuses on serving individuals and families, and its advisory services center on financial planning and discretionary portfolio management for individual clients and small businesses. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements, allowing flexibility for planning engagements and managed-account relationships. Everman Prosperity identifies as an active ESG investor, which indicates environmental, social, and governance factors are part of its investment decision process. The practice is single-state in focus rather than a multi-state advisory platform and does not act as a capital allocator to external private funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices