Evertern Wealth, a newly formed independent wealth management and family office advisory firm, has officially launched in Naples, Florida, led by veteran advisors Jason Stephens and Mic Lundon.
The founding team previously oversaw approximately $2.4 billion in client assets and is targeting high-net-worth families, founders, and executives through a boutique advisory model. The firm will custody client assets with Goldman Sachs and operate on the Dynasty Financial Partners platform, which provides technology, operational support, and investment infrastructure.
The launch reflects a broader trend of experienced advisory teams moving toward independence to better address the increasingly complex needs of affluent clients. Evertern Wealth is positioning itself as a modern multi-family office, offering coordinated financial services that extend beyond traditional investment management.
The firm’s services include institutional portfolio management, access to private markets and alternative investments, strategic lending and balance sheet management, estate and multigenerational planning, and full family office coordination. Its target clients include business owners approaching liquidity events, executives with concentrated equity positions, retirees, and multi-generational families.
Stephens and Lundon bring more than four decades of combined experience advising affluent clients through market cycles, liquidity events, and generational wealth transitions. Evertern Wealth will serve clients nationwide, with a focus on Florida and other major U.S. markets.
Client assets will be held through Goldman Sachs Custody Solutions, providing institutional-grade infrastructure typically reserved for large institutions and single-family offices. The partnership is intended to combine the scale and stability of a global financial institution with a highly personalized advisory experience.
Dynasty Financial Partners will support Evertern through its Supported Independence model, enabling the firm to launch and scale while maintaining autonomy in client relationships and investment strategy.
KEY QUOTES
“We built Evertern Wealth to deliver institutional-level capabilities within a highly personalized advisory model. Our clients require coordinated guidance across investments, liquidity events, and generational planning — not fragmented advice.”
Jason Stephens, Founder and Managing Partner, Evertern Wealth
“Our clients value the strength and stability of leading global financial institutions. Working with Goldman Sachs Custody Solutions allows us to pair that level of infrastructure with the high-touch, relationship-driven advice that defines our practice.”
Mic Lundon, Managing Partner, Evertern Wealth
“Evertern Wealth has the autonomy, sophistication, and functionality it needs to operate at the level of a true family office. We’re excited to welcome Jason, Mic, and their excellent team to our network of wealth management firms.”
Shirl Penney, CEO, Dynasty Financial Partners
