2014 Advisor of the Year Finalist

Our founder and president Philip Rousseaux was a finalist for Retirement Advisor’s 2014 Advisor of the Year.  See more... 

TrustPilot Reviews

REAL PEOPLE. REAL OPINIONS.  See the reviews...

The Women of Everest

Women of Everest Wealth Management Discuss Differences in Retirement Planning for Women.  Take a look...

Serving Our Community

Everest Wealth Management Charitable Work and community relations.  Read more about our work in the community...

Everest Wealth Management has been in business for more than a decade and the insurance products we offer have allowed thousands of people to plan for and retire with financial peace of mind. We do not hold any client assets or serve as custodian for any clients; all client funds are held and protected by long-standing, credible third party administrators. The Everest executive team has gone to great lengths and expense to work with the industry's most experienced, competent and trusted legal and financial experts to ensure compliance. We stand firmly behind our products and services. Everest Wealth Management will continue to serve its clients with transparency and trust.

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Hours: Always Available

Licenses are a requirement, education and designations are not…

Our founder and president has three of the most distinguished designations in the industry.


The ChFC® (Chartered Financial Consultant®) designation has been a mark of excellence for almost thirty years.


CIMA® (Certified Investment Management Analyst®) certified professionals apply investment theory and integrate a complex body of investment knowledge systematically and ethically to assist clients in making prudent investment decisions.


The RICP® (Retirement Income Certified Professional®) designation teaches professionals techniques and best practices used to create sustainable streams of retirement income.

2014 Advisor of the Year Finalist

Everest President Philip Rousseaux was named one of Retirement Advisor’s 2014 Advisor of the Year Finalists.  Judged on production, community involvement, an ability to connect with clients, a passion for working with seniors, and an exemplary compliance and suitability record, Phil was one of only five finalists selected from across the country.

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A firm with local resources that takes a global approach.

If you remember only one thing from visiting our website, remember that Everest Wealth Management believes you deserve better. We will give you a fact based retirement checkup that will come with the respect that you deserve, let’s focus on your future together.

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