Everett Wealth Solutions

Everett Wealth Solutions is a Financial Planner in Bellwood, IL, located at 407 Marengo Ave. It holds a rating of 5.00 based on 407 reviews.

Chris Everett is the founder and president of this independent financial advisory firm. Her approach focuses on holistic financial wellness and financial healing, helping clients align their money with their values and life goals. She began college with dreams of becoming a doctor but changed direction after starting a family. She also performed as a singer in a rock band before a chance encounter with an insurance agent sparked her career in financial services.

The firm provides fee-only fiduciary financial planning. It warns clients against the "common knowledge trap," which can lead to leaking money, unknown risk, and not enjoying life to the fullest. Eight out of ten clients are said to be leaking money unknowingly and unnecessarily. The firm’s Personal Wealth Solution aims to plug these leaks to help clients retire earlier, pay less for college, improve investment performance, reduce fees and taxes, and pass more to heirs.

Everett hosts a podcast called Beyond The Numbers, which features candid conversations with entrepreneurs, advisors, and industry experts. The show explores financial strategies that growth-minded professionals use to build wealth with purpose. Recent episodes include discussions on Social Security claiming strategies, branding as a long-term game, and the real reason Starbucks is worth billions.

The office is located at 407 Marengo Avenue in Forest Park, IL 60130. The phone number is 708-771-7777. Chris Everett is on extension 1. Paul Michaels handles service on extension 3. Todd Wandtke manages operations on extension 5. Clients can access a client portal for meetings. The firm is a Registered Investment Advisor in the State of Illinois, providing asset management and fiduciary financial planning across the nation.

BizScoreAI gives Everett Wealth Solutions a Discoverability score of 100 out of 100, ensuring that AI crawlers can access every page of the website so the business can be recommended by AI assistants. The firm achieves an SEO Score of 92 out of 100, which supports strong technical search health and helps customers searching for financial planners nearby find the site. Additionally, the business ranks number 2 of 4 Financial Planner businesses that BizScoreAI has scored in Bellwood.