Everest Wealth Management is a fee-only wealth management firm located in Overland Park, KS, offering comprehensive financial planning and investment management services to a select group of qualified individuals. With a focus on trust, qualifications, and objectivity, Everest helps clients accumulate, protect, and transfer their wealth, providing peace of mind and guidance for life's financial decisions.
With a team of experienced professionals holding credentials such as CFA, CFP, and CPA, Everest offers a unique investment approach free from conflicts of interest, ensuring objective recommendations and a wide range of investment options. With a limited number of clients and a commitment to continuity, Everest strives to build long-term relationships and provide personalized service to help clients achieve their financial aspirations.
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