Welcome to Everett Financial Group

Since 1984, Everett Financial Group has been helping individuals, families and business owners define their personal vision of retirement and develop personalized strategies to bring that vision to life. By taking the time to understand your unique needs, we are able to create a clearly articulated plan. Then we devise creative, strategic methods to move you toward your goals.

Our mission is to enrich your life

Everett Financial Group is an independent financial advisory firm dedicated to helping enrich your life. We understand that your goals and dreams are unique and the number of financial options you can choose from to help reach them can be overwhelming.

Our experience and independent perspective combine to help you through life’s many transitions. Whether you are planning to retire, nearing retirement, funding education for children or grandchildren or looking for strategies to transfer wealth between generations, we provide the confidence you seek to make informed decisions about your financial future.

Taking care of you and your goals

Along your journey to retirement, we work with you to educate and communicate, so that you understand and participate in the process. At the same time, we maintain the highest levels of integrity and expertise, so that you can be sure your financial assets are well managed and monitored. We take care of your financial security, enabling you to focus on the things that provide the greatest meaning and satisfaction in your life.

Learn how Our Process and Our Services can put you on the path to attaining the retirement you envision for yourself and your family.

Financial Planning
Investment Management
Retirement Planning
Tax Strategies
Risk Management Solutions

Education Planning
Long-Term Care
Estate Planning
Legacy Planning and Charitable Giving