Evertern Wealth Launches Florida Family Office with $2.4B

A significant force in wealth management has established a new independent entity, Evertern Wealth, marking a strategic expansion into the family office advisory space. This new venture, headquartered in Naples, Florida, is set to manage a substantial portfolio, drawing on the deep expertise of its founding principals, Jason Stephens and Mic Lundon. The team's collective experience is underscored by their previous stewardship of approximately $2.4 billion in client assets, signaling a robust foundation for their independent operation.

The establishment of Evertern Wealth arrives at a time when the demand for sophisticated, personalized wealth solutions is accelerating. High-net-worth individuals and families are increasingly seeking bespoke services that go beyond traditional investment management, encompassing estate planning, philanthropic endeavors, and intergenerational wealth transfer. This trend is particularly pronounced in affluent regions like Florida, which continues to attract significant capital and a growing number of sophisticated investors.

Industry observers note that the migration of seasoned advisors from larger institutions to independent platforms is a recurring theme in the wealth management sector. This shift is often driven by a desire for greater autonomy, a more client-centric operational model, and the ability to tailor services without the constraints of corporate structures. The success of such independent firms hinges on their ability to replicate the resources and security clients expect, while offering a more agile and personalized approach.

The $2.4 billion asset base that Stephens and Lundon bring to Evertern Wealth positions the firm as an immediate contender in the competitive family office market. This substantial figure reflects years of trust-building and successful client relationships. The firm's focus on comprehensive advisory services aims to address the multifaceted financial needs of its clientele, differentiating it from firms offering more narrowly defined investment products.

The strategic choice of Naples, Florida, as the firm's base is also noteworthy. Florida has become a magnet for wealth, driven by favorable tax policies and a desirable lifestyle, creating a fertile ground for wealth management services. The presence of established financial hubs within the state further supports the growth of specialized firms like Evertern Wealth, allowing them to tap into a concentrated pool of potential clients and industry talent.

As Evertern Wealth embarks on this new chapter, its success will likely be measured not only by asset growth but also by its ability to innovate and adapt to the evolving needs of ultra-high-net-worth families. The firm's independent structure offers a unique opportunity to cultivate deep, long-term relationships and provide a level of dedicated service that resonates with clients seeking a trusted partner for their complex financial lives.