Evercy Wealth

Evercy Wealth works to inspire a more confident future through a collaborative advisory experience. Integrity and our clients’ interests are our highest mission.

We create a family-focused experience to simplify the lives of our clients and make a positive impact by providing tailored guidance and advice.

We strive to continuously add value to our clients, team members and community. With our service minded approach and focus on leadership excellence, we help plan and execute for an everlasting legacy.

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Team photo for Evercy Wealth
Team photo for Evercy Wealth

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Advisors

Advisor photo for William Grubbs

William Grubbs

CFP®, CLTC®, APMA, CKA®

Private Wealth Advisor

Managing Director of Evercy Wealth
Visit William Grubbs's website
Advisor photo for Mike Kennedy

Mike Kennedy

APMA

Financial Advisor

Visit Mike Kennedy's website
Advisor photo for Mitchell Cohen

Mitchell Cohen

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Mitchell Cohen's website
Advisor photo for Adam Worthy

Adam Worthy

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Adam Worthy's website


Team

Lynne Rosenkoff

Lynne Rosenkoff

Client Service Manager

Becky Davis

Becky Davis

Business Development Manager

Matthew Bapst

Matthew Bapst

Financial Planning Assistant