EVERLONG FINANCIAL

Overview

Everlong Financial is an independent registered investment adviser organized as an LLC that provides financial planning and discretionary and non‑discretionary portfolio management primarily for individual and family clients, and for small business owners. The firm charges a mix of percentage‑of‑AUM fees alongside hourly and fixed fees, reflecting a hybrid advisory model that can support ongoing portfolio management as well as project work or plan design. Investment activity is concentrated in public funds and mutual funds rather than direct capital allocations into private funds. The firm does not position itself as an active ESG investor and is not described as a multi‑state or pension consultant adviser. Everlong Financial’s operating posture and client mix indicate a focus on customized portfolios for high‑net‑worth households and entrepreneurial clients rather than wholesale institutional or pooled‑fund management.

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Location & Offices