EverNest Financial Advisors
EverNest Financial Advisors is Now Focus.
Focus has acquired EverNest Financial Advisors, an Indianapolis-based firm providing comprehensive financial planning and investment services. The transaction closed in the third quarter of 2026 following customary closing conditions, with EverNest contributing approximately $960 million in regulatory assets under management as of May 28, 2026. Founded in 2022, EverNest serves individuals, families, foundations, and endowments through a planning-first, team-based approach, complementing Focus’s integrated wealth management offering.
Find Your Advisor
Enjoy some of our latest resources
Our clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.
-
October 26, 2026
How Families Can Preserve Wealth Across Generations
Learn how families can prepare future generations, use family governance, and align wealth transfer planning with long-term goals to help preserve wealth.
Read the article -
October 20, 2026
Two-Minute Market Focus: New Equity Supply Could Reshape Market Dynamics
Commodities led markets over the past 30 days, while bonds, international developed stocks, and small-cap stocks declined amid volatility in technology and fixed income. In this week’s Two-Minute Market Focus, Todd Jones examines the potential impact of increased U.S. equity issuance, the role of private equity dry powder, and the strong earnings outlook supporting stocks.
Listen to the podcast -
October 20, 2026
Quarterly Outlook: What a More Hawkish Fed Means for Investors
The U.S. economy remains resilient, but inflation and higher interest rates are creating new challenges for investors. Read our latest Quarterly Outlook.
Read the article
Upcoming Events
As passionate communicators and educators, we offer a variety of programs for our clients and community. Participate in nationally coordinated informational sessions with our industry thought leaders, local education programs, client celebrations and special events. Our Focus Connects suite of educational programs includes webcasts, blogs, videos, seminars and more — so you can join us in whatever way you find most engaging.
-
October 28th, 2026 | 11:00am Central
Virtual
Understanding and Managing Sequence of Returns Risk in Retirement
Why market timing can have a lasting impact on your retirement income plan, plus strategies that may help build resilience through changing market conditions.
-
October 29th, 2026 | 1:00pm Central
Virtual
Quarterly Perspectives: Midterms, Inflation, and AI
Explore what midterm elections, inflation, Fed policy, AI, and U.S. market concentration could mean for investors in our Quarterly Perspectives webinar.
-
November 12th, 2026 | 11:30am Central
Virtual
Business Planning: How to Maximize Value Before an Exit
Exiting a business is often one of the most significant financial events in an owner's life. Yet many business owners wait too long to begin planning, potentially limiting their options and the value they can realize from the transition.
