Our Promise to You
We help you plan for the future, live generously, and leave a lasting legacy for those you care about.
We help you plan for the future, live generously, and leave a lasting legacy for those you care about.
We understand that managing your wealth is about more than just financial growth—it’s about stewarding the resources God has entrusted to you. We work with you to create a personalized plan that reflects your goals.
Trust
Our fiduciary standard means we’re committed to acting in your best interest, ensuring transparent advice, free from conflicts of interest or hidden fees.
Focus
We guide you to align your finances with your values, focused on stewardship, generosity, and leaving a lasting legacy.
Empathy
We understand the emotional aspects of managing wealth, and we provide personalized education and guidance to empower you.
Expertise
With deep knowledge 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.
Financial Planning and Investment Services
Supporting Your Financial Well-Being and Long-Term Goals
Tax Management and Strategies
Navigating complex tax issues and optimizing taxable and non-taxable accounts.
Estate Planning and Legacy
Carrying on generosity and compassion.
Comprehensive Financial Planning
Clarifying your financial picture with realistic goals and steps to achieve them.
Generosity and Financial Freedom
Empowering you to give without jeopardizing your financial future.
Investment Management
Aligning investments with your values, future goals, and risk tolerance.
Financial Planning Education
Helping you understand the intricacies of managing wealth.
Retirement Planning Strategies
Developing sustainable strategies that balance immediate needs and long-term security.
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.