Sophisticated advice. Personal by design.

We help our clients build, protect, and enjoy lasting wealth with clarity and confidence.

Watch our introduction

A short overview of how we work with the families we serve.

OUR CLIENTS

A more coordinated way to manage wealth

Investments are important, but they are only one part of the picture. We look across your financial life to identify where decisions connect and where greater coordination may be needed.

High-Net-Worth Families

Bring the different areas of your financial life together through a coordinated plan built around your priorities.

High-Net-Worth Families

Physicians

Planning informed by firsthand experience with the financial decisions physicians face throughout training, practice, and retirement.

Physicians

Professionals

A disciplined investment strategy designed around your goals, time horizon, risk considerations, and broader financial plan.

Professionals

ADVISORY SERVICES

One relationship. A broader view of your financial life.

Everant Wealth brings planning and investment management together so financial decisions can be considered in context rather than one at a time.

Financial Planning

Comprehensive planning designed to connect your resources with your priorities and help guide both near-term and long-term decisions.

Investment Management

Portfolio strategy considered within the context of your complete financial plan rather than managed in isolation.

Retirement Planning

Planning for the transition into retirement, including income needs, investments, taxes, benefits, and other important considerations.

Tax-Aware Planning & Coordination

Identifying planning opportunities and coordinating with tax professionals when specialized tax advice is needed.

Estate & Legacy Planning Coordination

Helping clients think through legacy objectives and work more effectively with their estate planning attorneys.

Insurance & Risk Management

Reviewing life, disability, long-term care, property, casualty, and other risk considerations as part of the broader plan.

Charitable Giving

Integrating charitable goals into broader financial, tax, and legacy planning conversations.

Employer Benefits & Education Planning

Evaluating workplace benefits, education funding, and other decisions that can have a meaningful effect on the larger financial picture.

Cash Flow & Liability Planning

Developing strategies around cash flow, debt repayment, major purchases, and other financial decisions that affect both near-term flexibility and long-term goals.

EXPLORE ALL SERVICES

Our Approach

Understand

Initial discovery soul-searching. We start by listening to your story, understanding your current situation, and defining what success looks like for you.

Plan

Strategic planning. Our team builds a comprehensive roadmap designed to protect your wealth and support your long-term lifestyle needs.

Implement

Our action begins. We implement your tailored financial plan and investment strategy, focusing on disciplined principles that help grow your assets.

Steward

Continuous partnership. Financial planning is an ongoing conversation. We meet regularly to adjust your strategy as your life and the markets evolve.

ABOUT DREW

Personal experience. Thoughtful guidance.

Drew Forrester is a CERTIFIED FINANCIAL PLANNER™ professional who works closely with physician households and high-net-worth families. His connection to physicians is personal, having experienced many of the financial decisions doctors face as his wife progressed through medical school, residency, and fellowship. As a fiduciary, Drew believes strong financial planning is built on trust, transparency, and disciplined execution, with a long-term commitment to the families he serves.

LEARN OUR HISTORY

Our Values

Fiduciary First

Your interests come first, always.

Purpose Driven

We align your money with what matters most to you.

Generational Impact

We help you build a legacy that lasts.

Trusted Partner

Thoughtful guidance. Consistent support.

FAQ

Common questions about working with Everant Wealth.

Answers to common questions about our fiduciary services, investment approach, and client engagement process.

Yes. We operate under a fiduciary standard at all times, meaning we are legally obligated to act in your best interest. This applies to every recommendation, portfolio decision, and piece of advice we provide — without exception.

We charge a transparent, asset-based advisory fee calculated as a percentage of assets under management. There are no hidden commissions, no transaction fees, and no performance-based charges. A detailed fee schedule is provided before any engagement begins.

Client assets are held with Charles Schwab, an independent custodian, rather than by Everant Wealth. Schwab provides custody, account statements, and transaction confirmations while Everant provides advice and manages the relationship.

Our process begins with a discovery conversation to understand your financial picture, goals, and concerns. From there, we develop a written financial plan and investment policy statement. Once approved, we implement the strategy and schedule regular review meetings — typically semi-annually.

Yes. With your permission, we can collaborate with your CPA, estate-planning attorney, and other professionals when coordination would be helpful. Our goal is to keep financial decisions connected rather than addressed in isolation.

Everant Wealth was created from a simple belief: financial advice should be built around the people it serves. We wanted to create an independent firm where the advisor-client relationship comes first and every decision is guided by what is best for the families we serve. Everant was built to provide thoughtful, personal advice and to serve as a trusted steward through every season of life.

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