Everest Wealth Partners, LLC is a Registered Investment Advisor (RIA) that provides comprehensive wealth management services. The firm operates on a fee-only basis, emphasizing its role as a fiduciary dedicated to providing objective, client-centric financial guidance. Its core services include personalized financial planning, investment management, retirement planning, and estate planning for individuals, families, and business owners. Founded to offer an independent alternative to traditional brokerage models, the firm focuses on building long-term relationships and aligning its strategies with the unique financial goals of its clients.

Founded in

United States