Everett Wealth Solutions

Everett Wealth Solutions is a Financial Planner in Oak Forest, IL, located at 407 Marengo Ave. The firm provides fee-only fiduciary financial planning and asset management services to growth-minded professionals across the nation. Founder Chris Everett leads the team, which includes Paul Michaels in service and Todd Wandtke in operations, with a focus on aligning clients’ money with their values and life goals. The practice offers comprehensive guidance including retirement planning, estate planning, investment strategy, college cost reduction, Social Security maximization, and inflation hedging. Everett Wealth Solutions holds a 5.00 rating based on customer reviews.

Chris Everett founded the firm to offer independent and personalized guidance rooted in what she calls “financial healing.” Her approach helps clients move beyond standard numbers to build a healthier relationship with money and create a purpose-driven life. The team identifies and plugs what they term “financial leaks,” helping clients avoid unknown risks and improve investment performance. This discovery process aims to help clients retire earlier with more money, pay less for college, and pass more on to heirs. The firm emphasizes that financial advisors should be held to the highest legal fiduciary standard, acting in the best interest of the client without exception.

The practice also extends its mission through Beyond the Numbers, a podcast hosted by Chris Everett. The show features candid conversations with entrepreneurs, business leaders, consultants, and financial experts about the strategies they use to build wealth with purpose. Everett is a published author and often heard on WBBM News Radio as a syndicated financial planning columnist. The firm has an excellent rating with the Better Business Bureau.

Everett Wealth Solutions is recognized for its positive rating from the customers who have reviewed it. The firm operates as a Registered Investment Advisor in the State of Illinois, providing asset management and fiduciary financial planning across the nation.

By combining fiduciary responsibility with a holistic, human-centered approach, Everett Wealth Solutions helps clients in Oak Forest and beyond protect what they have built while planning for a confident future.

BizScoreAI gives Everett Wealth Solutions a Discoverability score of 100 out of 100, ensuring AI crawlers can find every page so the firm is eligible for AI recommendations. The business also earns a Technical score of 93 out of 100, confirming the website is secure, sound, and readable by search engines without errors.