At EverVest Financial we believe in the value of teamwork. Our internal collaborative approach strives to ensure that each of our clients receives the best financial approach tailored to your individual needs. Each of our advisors and staff members is gifted in distinct areas of the financial field and communication strategies, which, when applied to the needs of the client, potentially yields not only an exceptionally fine-tuned financial plan for you, but an incredible work environment for our beloved employees.
We can help you address:
We also strive to answer your questions, including:
Evervest Financial, Stratos Wealth Partners and LPL Financial do not provide tax or legal advice. Clients should consult with their personal tax or legal advisors regarding the personal situation.
President, Founding Partner Private Wealth Manager
Elizabeth A. Mahoney, AAMS is a partner and wealth manager of EverVest Financial in the Greater Phoenix, Arizona area. She began her career as a financial advisor in 2003 with A.G. Edwards and continued with Wells...
Chief Operating Officer
Teresa L. Haire serves as the Chief Operating Officer for EverVest Financial in the Greater Phoenix, Arizona area. She began her career in the financial services industry in 1997 and has worked with various firms. She earned her...
Chief Investment Officer
Investment success is measured by more than just a positive number on a monthly statement. Performance is critical, and we focus on it, but it is often more important to recognize the risks taken to pursue a particular result. A...
Sidney Guthrie is a wealth strategist on the EverVest team. He joined as an advisor to help individuals and our families reach greater clarity with their finances. Sidney’s situation is unique in that he is reallocating prior...
Marvin Pitts is a wealth strategist committed to helping clients at EverVest Financial. He always strives to assist clients in any matter and he brings the skills and passion he has developed to the financial service industry. He was...
Client Service Associate
Andrea has thrived in Customer Service for 20 plus years. She joined the EverVest team in 2020 taking on the role as a Client Services Associate. She loves talking to all our clients and helping with anything she can. She loves to...