Eversource Wealth Advisor

EverSource Wealth Advisors is a registered investment advisor headquartered in Birmingham, Alabama, that operates a support platform for financial advisors, advisory teams, and independent RIA firms. The company was created by founder Mark Wesson, who led a wealth advisory practice for 28 years, to help advisors move to an independent business model without sacrificing capabilities or compensation; in 2017 a group of like-minded investors provided long-term capital to launch the business. Member advisors get guidance for the transition to independence plus the middle-office support needed to run their practices, delivered through what the firm calls a Total Support System of specialists and customized technology tools, including a TAMP portal.

For end clients, EverSource advisors provide fee-based, fiduciary wealth management spanning organization (client discovery, account aggregation, digital vault), financial planning (risk mitigation, retirement and integrated tax planning, business valuation and succession), investment advisory (investment policy design, portfolio analysis, tax-managed strategy, monitoring and rebalancing), and values-aligned life planning. The firm serves clients nationally through advisor teams and partner firms across the United States.