“Over the years, I had done OK with my investments on my own. I had considered myself knowledgeable having educated myself on investing by reading various industry publications over many years. The closer I got to my ideal retirement age, however, my concern grew that I wouldn’t have enough time to make up for any mistakes I may make with my nest egg. So, several years ago, I researched financial firms looking for a financial advisor to be my “expert” and reduce the risk of making bad (costly) decisions and most importantly, help me reach my financial goal for retirement. I learned with my first attempt at hiring a financial advisor that not all financial advisors are created equal. The firm I hired used a strategy that was a one size fits all no matter what phase of life you were in. Because I still needed growth in the last phase of my career to reach my financial goals, this firm would not work for me. On the bright side I had learned what I needed and wanted when looking for a financial advisor and my search continued. I then interviewed several fiduciaries and narrowed down my choices. Some advisors I found were too new to the industry and in my opinion only provided limited perspective because they had not managed assets through the good times, the bad times, and the dynamics of how all sectors of the financial industry affects the other. Additionally, some firms just did not have the personal values that I was looking for in order to build a long-term relationship of trust for my family. I wanted a more personal approach. Then I found Everest Wealth Advisors. The owner and co-founder are from the Midwest and those midwestern values that are so hard to find today became evident quickly. Together their experience spanned many aspects of the financial industry and through many economic cycles. This meant they had the perspective and experience to keep us safe. Most importantly was the fact that they consider their clients a part of the Everest family. Each person’s situation is different and their relationship with their clients helps drive their individual financial strategy. Everest has taken the approach to get to know us and put a comprehensive plan together that addresses all aspects of our financial health and encompasses our needs and priorities. I now feel as though I have a team in place that can be trusted to help us navigate whatever the future holds.”
Fred G
Electrical Engineer*This statement is a testimonial by a client of the financial professional as of 01/12/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
“We have been working with Lucinda Fairfield over the past 30 years during which time she has served as our financial advisor and wealth manager. Upon meeting her for the first time, it became apparent that her mission is to educate her clients and thereby guide them in their own particular goals, and to assist in modifying these goals over time. She has done this very well for us. Ms. Fairfield is patient, respectful, and responsive as is her staff. The overarching theme of her practice is to act in her client’s best interest. She takes her fiduciary responsibilities seriously and manages these with grace, alacrity, and a well-focused sense of humor. It is without hesitation that we recommend her group for wealth management.”
Doug B
Retired Physician
*This statement is a testimonial by a client of the financial professional as of 01/29/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
"We have been clients of Everest Wealth Advisors for over a decade, and our experience has been nothing short of exceptional. Throughout our journey with them, we've witnessed firsthand their unwavering commitment to our financial well-being.
Everest Wealth Advisors not only provides sound financial planning but also fosters open and transparent communication, which has been invaluable to us. Their team has guided us through the unpredictable fluctuations of the market with skill and expertise, ensuring that our investments remain resilient even during turbulent times.
Moreover, their proactive approach in preparing us for retirement has given us peace of mind for the future. With their guidance, we feel confident and well-equipped to embrace this next chapter of our lives.
We wholeheartedly recommend Everest Wealth Advisors to anyone seeking reliable and comprehensive financial planning services. Their dedication, communication, and ability to navigate the complexities of the market truly set them apart."
David and Dolores
*This statement is a testimonial by a client of the financial professional as of 02/05/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
"Darren Meyer has been my financial advisor for over twenty years. When my husband passed suddenly in 2003, I had very little experience dealing with financial investment matters. Darren very thoroughly went through my portfolio with me explaining balancing investments for growth and income. He also found an excellent long term care policy for me. I retired the same year Darren and Bill Canton became independent and was pleased to continue as their client. Darren and Bill call me personally before making any changes in my portfolio which has grown steadily through the years. Because of this, not only do I have peace of mind in feeling financially secure but have enjoyed the privilege of traveling extensively. I highly recommend anyone considering retirement to consult with Everest Advisors for LPL Financial."
J Larson
Retired*This statement is a testimonial by a client of the financial professional as of 02/23/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
"We have been clients of Everest Wealth Advisors for more than fifteen years and have always been what we feel as special clients to the firm. We had a great deal to learn regarding wealth management in general, and for elements within our specific cases dealing with multiple 401k accounts, corporate pension plans, healthcare systems, and estate planning. All our questions were answered, well researched with additional resources provided. The guidance we have received has been excellent, especially through the trying tribulations of the markets and economy. We have been made to feel as we are partners in this journey, not just clients. We feel well positioned as we enter our retirements from corporate life and look forward to reaping the benefits of all the hard collaborative efforts. There are many available options for wealth managers in today's market, but we know we made the correct decision in choosing Everest Wealth Advisors."
M & R Watson
Retired/Aerospace Engineer
*This statement is a testimonial by a client of the financial professional as of 02/23/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
