Our Story

When it comes to building wealth, our first thoughts don’t run to nature—but the oak might be our lesson on the hill. Its roots go deep, an iron grip against the wind. Its leaves parade from the green of summer to the umber of fall—and back again. And deep inside, its rings tell its story. Thick through times of sun and shower. Thin but tenacious in times of stress and drought.

Yet a single ring is not its grandeur. It’s the accumulation of seasons and steadfast endurance that muscle its height. Spread its girth. And mature its acorns—the legacies of its future.

That is EverOak. Enduring wealth across the economic seasons of life. Cultivated strategies of analysis and opportunity. And the acumen of advisors who nurture financial plans with your good in mind. Even the good to enjoy wealth’s greatest benefit: the freedom to pursue your purpose.

Our Team

We believe in practical, enduring wealth strategies. EverOak is a calming, reasoned, personal voice in a hot, frenetic media world.

With over 100 years of combined experience in financial services, the EverOak team offers a full breadth of financial services customized to you, so you can see your vision and purpose become a reality.

Meet Our Team



Tax Strategy

Proactive tax management creates substantial value that is not reflected in a portfolio’s return.