Eversource Wealth Advisors, LLC

EverSource Wealth Advisors, LLC is a privately-owned SEC-registered investment advisor established on January 18, 2017, with its principal offices in Birmingham, Alabama. The firm offers a wide range of investment advisory, wealth management, consulting, and financial planning services to individuals, families, estates, trusts, charitable foundations, institutions, and retirement plans. EverSource provides wealth management services through various investment programs, including discretionary portfolio management, private markets, managed accounts, and retirement plan services. The firm's investment strategies include values-based investing and asset manager due diligence. Clients can expect ongoing account reviews, performance reports, and annual financial plan reviews. EverSource does not charge performance-based fees and does not engage in side-by-side management. The firm receives economic benefits from custodians, Fidelity and Schwab, and may receive referral fees for client introductions. EverSource does not vote proxies on behalf of clients and does not require advance fee payments exceeding $1,200. The firm has no financial conditions impairing its ability to meet client commitments or bankruptcy petitions. For more details, visit www.eversourcewealthadvisors.com.