Everett Wealth Solutions of Berwyn

Everett Wealth Solutions of Berwyn is a wealth management firm in Berwyn, IL. The firm provides asset management and fiduciary financial planning, working with clients on retirement planning, estate planning, investment strategy, and college cost reduction. It holds a rating of 5.00 based on 407 reviews.

Founded by Chris Everett, the firm takes a holistic approach to financial wellness, helping clients align their money with their values and life goals. Everett, who began college planning to become a doctor before starting a family and performing in a rock band, entered finance after a chance encounter with an insurance agent. She calls her philosophy "financial healing," guiding clients beyond the numbers to build a healthier relationship with money. The firm's process involves discovering financial leaks, noting that eight out of ten clients are unknowingly losing money, understanding how to plug those leaks and reduce risk, choosing the best solutions without rushing, and implementing the plan as an accountability partner. The team includes Paul Michaels in service and Todd Wandtke in operations. Everett also hosts the podcast Beyond the Numbers, featuring conversations with entrepreneurs, advisors, and industry experts about building wealth with purpose. She is a published author, a syndicated financial planning columnist, and is often heard on WBBM News Radio.

The firm's approach is built on fee-only fiduciary financial planning, holding advisors to the highest legal fiduciary standard of always acting in the client's best interest. It emphasizes avoiding the "common knowledge trap", acting on widely held ideas that may not fit an individual's situation, and works to reduce fees, taxes, and college costs while maximizing Social Security and creating estate plans. The firm serves clients across the nation from its base in Illinois.

The firm's strong local reputation is reflected in its consistently high customer ratings and its large base of customer reviews, along with an excellent rating with the Better Business Bureau. Its president is described as a fiduciary financial planner and podcast host whose analytical thinking and creative insight make her a trusted voice in reshaping how people approach money.