Evermont Wealth
Categories
Financial Advisors
Hours:
8:30 a.m. - 5:00 p.m. Monday to Friday
Driving Directions:
Evermont Wealth is located in the heart of Claremont’s downtown Village, on North Yale Avenue between West Fourth Street and Harrison Avenue.
About Us
Evermont Wealth is an independent, fiduciary, fee-only financial planning firm serving the Claremont, CA area and beyond.
Founded on the principles of transparency and client advocacy, Evermont Wealth offers personalized, goals-based planning to individuals and couples who want a thoughtful, relationship-centered approach to wealth management. We proudly serve clients in Claremont and throughout the Inland Empire, San Gabriel Valley, and neighboring communities in Los Angeles County.
Our clients come from all walks of life and include pre-retirees and retirees, business owners, Kaiser Permanente physicians, Claremont Colleges professors and staff, first responders, and employees of 3M, Netflix, and Golden State Water Company. We offer comprehensive planning services based on each client's goals and needs, including retirement income, investments, taxes, education funding, estate and legacy, and insurance review and recommendations. Contact us at evermont.com or (909) 296-7977.
Highlights
- Fee-only financial advisors; no commisions or third-party compensation
- Fiduicary Registered Investment Advisor; clients' interests come first
- Proudly local; serving Claremont and surrounding communities
- Comprehensive financial and retirement planning services
- Low-cost, diversified investment philosophy
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