EverSource Wealth Advisors is a registered investment adviser (RIA) founded in 2017. The firm operates as a multi-family office, dedicated to providing holistic financial guidance to a select group of affluent families. Their services are designed to manage, preserve, and grow wealth across generations, encompassing investment management, tax and estate planning, risk management, and philanthropic strategy. Their stated mission is to help families flourish by offering objective advice and a comprehensive approach to their financial well-being.

Founded in

United States