Financial Planning Can Sometimes Feel Like Climbing Mount Everest

With an experienced guide it's easier than you think.

Everest Wealth Partners - Your Total Wealth Management Solution. We simplify the complexities of financial planning.

Our approach is to build a solid financial foundation and a complete financial picture, providing a roadmap that instills the confidence needed to make informed financial decisions. Your roadmap will be easy to follow, simple to build upon, and flexible enough to withstand unexpected emergencies.

We understand that everyone’s financial journey is different, and we are committed to helping you find the best path forward to reach your own financial summit.

Comprehensive Wealth Management Services

  • Financial Organization

    With our guidance, you can feel confident about your financial future and make informed decisions about your money. Let us be your trusted guide on your journey towards financial stability and prosperity

  • Personal Financial Planning

    We work closely with you to analyze your income, expenses, and budgeting habits to develop a comprehensive cash flow plan that fits your unique needs and goals.

  • Wealth Management

    Whether you are just starting your career or reaching retirement, we have the knowledge, experience, and resources to guide you toward building and preserving your wealth.

  • Insurance Planning

    Insurance planning is crucial for protecting yourself, your loved ones, and your assets. Through our comprehensive insurance planning services, we will work with you to identify potential risks and create a customized plan to mitigate them.

  • Retirement and Withdrawal Strategies

    We will work closely with you to evaluate your unique financial situation and craft a customized strategy that takes into account your age, income, and retirement goals.

  • Social Security and Estate Planning

    Our comprehensive approach to estate planning covers various aspects such as wills, trusts, power of attorney, and healthcare directives.

Helping put the pieces of the financial puzzle together

With 35 years of experience and over 20,000 conversations, we truly understand the need for a common sense, straight-forward approach to financial planning.

Our Process

  • Understanding Your Financial Goals

    As a financial advisor, our first step is to understand your financial goals. We take the time to listen and get to know you on a personal level, understanding your short-term and long-term financial objectives, as well as your current financial situation. This allows us to tailor our advice to meet your specific needs and objectives.

  • Creating a Financial Plan

    Based on our understanding of your goals, we will create a comprehensive financial plan that encompasses all areas of your financial life. This includes your income, savings, expenses, insurance, taxes, and retirement planning. We will work with you to develop a plan that is both realistic and effective, helping you achieve your financial goals.

  • Implementing the Plan

    Once the financial plan is finalized, we will work with you to implement it. This may include making changes to your current portfolio, setting up new accounts, or adjusting your insurance coverage. We will guide you through each step and ensure that all aspects of your financial plan are put into action.

  • Regular Monitoring and Review

    We understand that your financial goals and circumstances may change over time. That's why we provide ongoing monitoring and review of your financial plan to ensure that it remains aligned with your goals. We will also make adjustments and recommendations as needed to help you stay on track and achieve your financial objectives.

Colin R. McKenna

Everest Wealth Partners is the culmination of 35+ years of experience working with some of the biggest and best firms in the financial services industry. Working alongside and in collaboration with some of the brightest and most qualified minds in financial planning we’ve identified and assembled some of the most powerful tools and resources to help simplify the complexities of financial planning.  In doing so we are instilling the confidence necessary for clients to take action for themselves and their families to secure their financial futures.

“I realized how many people didn’t have all the pieces of their financial puzzle in place. Many people felt Financial Planning was time consuming and overly complicated. Due to the complexities and numerous choices they hadn’t followed through on their plans so I created a Financial Blueprint to make it much easier”

Were Here to Guide You and Clear The Path Ahead

Everest Wealth Partners seeks to understand where you are on your financial journey and where you would like to go. We’re here to help you and your family navigate the steep slopes and rocky terrain of the financial world.

Let us be your guide up and down the financial mountain.

We also offer clients a variety of financial products:

  • Wealth Accumulation and Savings Accounts

  • Disability and Income Protection

  • Individual and Group Life Insurance

  • Tax Deferred Annuities

  • Long-Term Care Insurance

Get Started

Contact us today to schedule a consultation and start your journey. We are dedicated to helping you reach new heights and achieve your financial goals.