[company_age]2.0[/company_age][employees]1-10 employees[/employees][funding]corporate_round[/funding][description]EverNest Financial Advisors is a financial planning and investment management firm that distinguishes itself by offering comprehensive financial planning services to a diverse clientele, including active and retired business owners, corporate executives, families, investment professionals, and non-profits. The firm's team of experienced financial advisors serves as fiduciaries, prioritizing their clients' best interests above all else. EverNest's commitment to transparency is evident in its fee-only model and its open communication with clients. EverNest's investment philosophy emphasizes a long-term, value-oriented approach that aligns with each client's unique goals and risk tolerance. The firm leverages a mix of actively and passively managed funds, including mutual funds, exchange-traded funds (ETFs), and private investments, to achieve optimal portfolio diversification. EverNest's dedication to client satisfaction is reflected in its personalized service, in-depth financial planning process, and ongoing support throughout the client journey.[/description][ps]Comprehensive financial planning, investment management, business transition planning, education planning, charitable giving, generational planning, retirement planning.[/ps]