Everett Wealth Solutions is a Financial Planner in Maywood, IL, located at 407 Marengo Ave. The firm provides asset management and fiduciary financial planning to clients across the nation. Founder Chris Everett leads a team that includes Paul Michaels in service and Todd Wandtke in operations. The practice focuses on helping growth-minded professionals align their financial strategies with their personal values and life goals through a holistic approach to financial wellness.
The firm operates under a Your Personal Wealth Solution model that emphasizes honest, fiduciary conversation to help clients avoid the common knowledge trap of cookie-cutter financial advice. The process begins with discovery, where the team looks beyond data to uncover financial leaks that may be costing clients money unknowingly. By identifying these inefficiencies, the firm helps clients improve investment performance, reduce fees, and pay less for college costs. The team then works with clients to choose the best solutions for their specific situations, ensuring they are never rushed and always acting in their best interest. Implementation follows, with the firm serving as an accountability partner to ensure strategies are executed correctly.
Chris Everett, the President and Chief Listening Officer, brings a non-traditional background to financial planning, having previously studied to be a doctor and performed as a singer in a rock band. Her philosophy centers on the belief that financial planning should be deeply human and empowering. She hosts the Beyond the Numbers podcast, where she interviews entrepreneurs, business leaders, and financial experts about how they protect assets, create income streams, and design wealth that lasts. The firm offers guidance on hedging for inflation, maximizing Social Security, and creating estate plans for future generations.
Everett Wealth Solutions holds a 5.00 rating based on customer reviews. The firm has earned excellent ratings with the Better Business Bureau and numerous 5-star reviews on Google. This recognition reflects the trust placed in its fiduciary standard and personalized guidance. The firm is a Registered Investment Advisor in the State of Illinois.
Everett Wealth Solutions combines rigorous fiduciary planning with a human-centered approach to help residents of Maywood, IL, and beyond build wealth with purpose and peace of mind.
BizScoreAI awarded the business a Discoverability score of 100 out of 100, which ensures AI crawlers can access every page of the website so assistants can recommend the firm. The Technical score reached 93 out of 100, confirming the site is secure and readable by search engines without errors. Additionally, the business ranks number 2 of 3 Financial Planner businesses that BizScoreAI has scored in Maywood.
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