Evertern Wealth, a newly formed independent wealth and family office advisory firm, has launched in Naples, Fla. The firm is led by veteran advisers Jason Stephens and Mic Lundon, whose team previously oversaw approximately $2.4 billion in client assets. Evertern Wealth will serve high-net-worth families, founders, and executives through a boutique model, with client assets held at Goldman Sachs Custody Solutions and supported by the Dynasty Financial Partners platform.
The launch reflects a continued shift among experienced advisory teams toward independent firms designed to better serve the complex needs of today’s families.
Stephens and Lundon together bring more than four decades of experience advising affluent families, entrepreneurs and executives. Stephens has been recognized by leading national publications, including being named to the Forbes Top 250 Advisors in America list over the past nine years and the Barron’s Top 1200 Advisors in America list over t
