Financial Planning and Investment Services
Comprehensive Solutions to Align Your Wealth with Your Values
What We Offer
Whether you’re planning for the future, managing investments, or creating a legacy, you’ll have personalized guidance every step of the way.
Comprehensive Financial Planning
Clarifying your financial picture with realistic goals and steps to achieve what matters most to you.
Tax and Estate Planning
Navigating complex tax issues and optimizing taxable and non-taxable accounts.
Generosity and Legacy Planning
Empowering you to give without jeopardizing your financial future.
Investment Management
Aligning investments with your values, future goals, and risk tolerance.
Retirement Planning
Developing sustainable strategies that balance immediate needs and long-term security.
Our Promise to You
We understand that managing your wealth is about more than just financial growth—it’s about stewarding the resources God has entrusted to you. As we work with you to create a plan that reflects your goals, we stand on these core commitments:
Trust
Our fiduciary standard means we’re committed to acting in your best interest, ensuring transparent advice and avoiding hidden fees.
Empathy
We understand the emotional aspects of managing wealth, and we provide personalized education and guidance to empower you.
Experience
With knowledge and wisdom in areas such as tax management, estate planning, and investment strategies, we offer clear, actionable plans.
Communication
Explaining complex financial concepts in understandable terms, we help you feel more confident and in control of your future.
At EverSource Columbia, we believe that true financial success is about more than just numbers. It’s about making wise decisions today that reflect your values and enable you to fulfill God’s calling. We’re here to help you steward what you’ve been given with integrity, generosity, and purpose, leaving a meaningful impact on your family and the world.