EverPar Advisors
Financial Services
Everpar Advisors Llc ("Everpar") Is a Registered Investment Advisor. Diversification Does Not Ensure Profit or Guarantee Against Loss. Past Performance Shown Is Not Indicative of Future Results
11 employees
- Employees
- 11
- Contacts
- 2
- Emails
- 2
- Phones
- 1
EverPar Advisors Overview
- Headquarters
- Everpar Advisors Llc ("Everpar") Is a Registered Investment Advisor. Diversification Does Not Ensure Profit or Guarantee Against Loss. Past Performance Shown Is Not Indicative of Future Results
- Website
- everpar.com
- Industry
- Financial Services
- Employees
- 11
- Founded
- 2023
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About EverPar Advisors
At EverPar, we don't think in terms of today and tomorrow. We think for generations. We founded EverPar after seeing what big wirehouses and institutions often lack: a personalized approach to wealth management designed to support families across multiple generations. We understand the weight you carry as a steward of your family's wealth. Managing multiple businesses, coordinating trusts, and overseeing diversified portfolios requires more than financial expertise—it demands partners who truly understand the personal dimensions of wealth. As your "Forever Partners," we quarterback your financial life, leading a coordinated team across planning, risk management, alternatives, and philanthropy. This is why our relationships span generations. Before partnering with us, many clients can feel frustrated with advisors who aren’t actively engaged—treating them like a number rather than understanding their unique needs and goals. After working with EverPar, our clients tend to gain confidence knowing we handle the complex research and strategy while they focus on what matters most. They appreciate regular check-ins, sometimes with no agenda—building trusting relationships that give them peace of mind. Our clients are typically sophisticated family stewards who aren't satisfied with wait-and-see approaches. They're transitioning wealth thoughtfully across generations while preserving family values. Next: Visit our website using the link below. If you're stepping into the role of managing generational wealth, we invite you to discover our Foundation Session—a dedicated first meeting designed specifically for new stewards navigating this important responsibility: https://everpar.com/ EverPar Advisors LLC (“EverPar”) is a registered investment advisor. EverPar provides investment advisory and related services for clients nationally. EverPar will maintain all applicable registrations and licenses as required by the various states in which it conducts business.
EverPar Advisors Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 1
- 25.0% coverage
EverPar Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Michael Christian, Cfa, Caia | Engaging, Thoughtful, Responsive. I | Tulsa Metropolitan Area, United States |
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|
| David Ellis | Founding Partner | Tulsa, Oklahoma, United States |
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|
| Craig Silberg | Founding Partner Everpar Advisors | Tulsa, Oklahoma, United States |
Email
Phone
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| Lorri Ann Henry | Client Service Administrator, Everpar | United States |
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Employees by Management Level
Individual contributor
4 profiles
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