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Sophisticated advice. Personal by design.

Everant Wealth was created around a simple belief: you should not have to choose between sophisticated financial advice and a deeply personal relationship with your advisor. We bring investment management, financial planning, and the many decisions surrounding your wealth together through thoughtful guidance built around you and your family.

Watch our introduction

A short overview of how we work with the families we serve.

Thoughtful and sophisticated guidance across investments, retirement, taxes, estate planning, risk management, and the decisions that shape your wealth.

OUR CLIENTS

A more coordinated way to manage wealth

Investments are important, but they are only one part of the picture. We look across your financial life to identify where decisions connect and where greater coordination may be needed.

High-Net-Worth Families
High-Net-Worth Families
Bring the different areas of your financial life together through a coordinated plan built around your priorities.
High-Net-Worth Families
Professionals
Professionals
A disciplined investment strategy designed around your goals, time horizon, risk considerations, and broader financial plan.
Professionals
Physicians
Physicians
Planning informed by firsthand experience with the financial decisions physicians face throughout training, practice, and retirement.
Physicians
ADVISORY SERVICES

One relationship. A broader view of your financial life.

Everant Wealth brings planning and investment management together so financial decisions can be considered in context rather than one at a time.

01

Financial Planning

Comprehensive planning designed to connect your resources with your priorities and help guide both near-term and long-term decisions.

02

Investment Management

Portfolio strategy considered within the context of your complete financial plan rather than managed in isolation.

03

Retirement Planning

Planning for the transition into retirement, including income needs, investments, taxes, benefits, and other important considerations.

04

Tax-Aware Planning & Coordination

Identifying planning opportunities and coordinating with tax professionals when specialized tax advice is needed.

05

Estate & Legacy Planning Coordination

Helping clients think through legacy objectives and work more effectively with their estate planning attorneys.

06

Insurance & Risk Management

Reviewing life, disability, long-term care, property, casualty, and other risk considerations as part of the broader plan.

07

Charitable Giving

Integrating charitable goals into broader financial, tax, and legacy planning conversations.

08

Employer Benefits & Education Planning

Evaluating workplace benefits, education funding, and other decisions that can have a meaningful effect on the larger financial picture.

Understand. Plan. Implement. Steward.

Our Process is Simple.

Understand

Initial discovery soul-searching. We start by listening to your story, understanding your current situation, and defining what success looks like for you.

Plan

Strategic planning. Our team builds a comprehensive roadmap designed to protect your wealth and support your long-term lifestyle needs.

Implement

Active management. We implement your strategy with precision, focusing on tax efficiency and disciplined investment principles to grow your assets.

Steward

Continuous partnership. Financial planning is an ongoing conversation. We meet regularly to adjust your strategy as your life and the markets evolve.

ABOUT DREW

Personal experience. Thoughtful guidance.

Drew Forrester is a CERTIFIED FINANCIAL PLANNER™ professional who works closely with physician households and high-net-worth families. His connection to physicians is personal, having experienced many of the financial decisions doctors face as his wife progressed through medical school, residency, and fellowship. As a fiduciary, Drew believes strong financial planning is built on trust, transparency, and disciplined execution, with a long-term commitment to the families he serves.

FAQ

Common questions about working with Everant Wealth.

Answers to common questions about our fiduciary services, investment approach, and client engagement process.

Yes. We operate under a fiduciary standard at all times, meaning we are legally obligated to act in your best interest. This applies to every recommendation, portfolio decision, and piece of advice we provide — without exception.
We charge a transparent, asset-based advisory fee calculated as a percentage of assets under management. There are no hidden commissions, no transaction fees, and no performance-based charges. A detailed fee schedule is provided before any engagement begins.
Our wealth management relationships typically begin at $500,000 in investable assets. For trust and estate planning services, minimums may differ. We encourage a complimentary consultation to discuss whether our services align with your needs.
Our process begins with a discovery conversation to understand your financial picture, goals, and concerns. From there, we develop a written financial plan and investment policy statement. Once approved, we implement the strategy and schedule regular review meetings — typically quarterly.
Absolutely. Estate and trust administration is a core part of our practice. We work closely with your legal counsel to structure trusts, coordinate beneficiary designations, and ensure your wealth transfer plan is aligned with your intentions and tax-efficient.
We follow a disciplined, evidence-based investment approach. Portfolios are constructed using a combination of low-cost index funds, institutional-class mutual funds, and select individual securities — always diversified and aligned with your risk tolerance and time horizon.

Let’s build what’s next, together.

If you are looking for a more coordinated approach to managing your wealth, the first step is simply getting to know one another.