About EVERLONG FINANCIAL
Everlong Financial is a highly reputable financial firm that is committed to helping clients achieve their financial goals. With a team of experienced and knowledgeable financial advisors, Everlong Financial provides top-notch financial services to individuals and businesses alike. Their unmatched expertise and dedication to their clients’ success make them a leading financial expert in the industry.
How does the advisor help clients – Key Takeaways:
- Comprehensive financial planning to achieve long-term goals
- Customized investment strategies tailored to client’s risk tolerance
- Regular reviews and adjustments to ensure client’s plan stays on track
- Guidance on financial decisions such as retirement planning, tax strategies, and estate planning
- Access to a wide range of financial products and services
Facts and Insights
Everlong Financial has been in business for over 20 years and has built a solid reputation for providing excellent financial guidance and services to their clients. They currently have over $2 billion in assets under management and a team of 50 experienced financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 50 | 20+ years |
Financial Services Offered
- Retirement Planning
- Investment Management
- Tax Strategies
- Estate Planning
- Insurance Solutions
- Financial Education and Workshops
Client Types
Everlong Financial serves a diverse range of clients, including individuals, families, small businesses, and corporations. Their team of advisors has the expertise to meet the unique financial needs of each client, regardless of their net worth or financial goals.
Fees & Compensation
Everlong Financial is a fee-based financial firm, which means that they charge a percentage of the assets under management as their fee. This ensures that their interests are aligned with the client’s, and their main focus is on helping the client grow their wealth. They also offer a range of commission-based financial products and services.
Background
The founders of Everlong Financial, Alex and Lisa Jones, started the firm with the aim to make financial planning and management accessible to everyone. They wanted to break the stereotype that financial advisors are only for the wealthy and have since built a firm that caters to clients from all walks of life. Their team of advisors follows in their footsteps and is dedicated to helping clients achieve financial success.
Financial Advisor Disclosures to Know
- Everlong Financial is a registered investment advisor with the Securities and Exchange Commission (SEC).
- The firm has a fiduciary duty to act in the best interests of their clients and to avoid any conflicts of interest.
- Some advisors at Everlong Financial may also be licensed insurance agents and can earn commissions from the sale of insurance products.
- Clients should carefully review and understand all fees and compensation structures before working with Everlong Financial.