EVERGUIDE FINANCIAL GROUP, LLC

Overview

Everguide Financial Group, LLC is an independent registered investment advisor that provides financial planning and portfolio management for individuals, families and small businesses, with some institutional clients. The firm operates on a fee model that blends percentage-of-AUM billing with fixed fees, and manages client relationships on a discretionary basis, indicating advisers typically implement and adjust portfolios without needing client-by-client approval for each trade. Investment emphasis is equity-oriented: the firm shows a clear preference for exchange-listed equities and ETFs as the core building blocks of client portfolios. Everguide is not positioned as a capital allocator running internal alternative funds; instead it supplements core equity exposure with third-party solutions for real estate and uses mutual funds where appropriate. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices