Wealth Management
The Right Way

“Over the years, I had done OK with my investments on my own. I had considered myself knowledgeable having educated myself on investing by reading various industry publications over many years. The closer I got to my ideal retirement age, however, my concern grew that I wouldn’t have enough time to make up for any mistakes I may make with my nest egg. So, several years ago, I researched financial firms looking for a financial advisor to be my “expert” and reduce the risk of making bad (costly) decisions.”

Fred G
_{Electrical Engineer}

This statement is a testimonial by a client of the financial professional as of 01/12/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

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“We have been working with Lucinda Fairfield over the past 30 years during which time she has served as our financial advisor and wealth manager. Upon meeting her for the first time, it became apparent that her mission is to educate her clients and thereby guide them in their own particular goals, and to assist in modifying these goals over time. She has done this very well for us. Ms. Fairfield is patient, respectful, and responsive as is her staff.”

Doug B
_{Retired Physician}

This statement is a testimonial by a client of the financial professional as of 01/29/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

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“We have been clients of Everest Wealth Advisors for over a decade, and our experience has been nothing short of exceptional. Throughout our journey with them, we've witnessed firsthand their unwavering commitment to our financial well-being. Everest Wealth Advisors not only provides sound financial planning but also fosters open and transparent communication, which has been invaluable to us.”

David & Dolores

This statement is a testimonial by a client of the financial professional as of 02/23/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

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Darren Meyer has been my financial advisor for over twenty years. When my husband passed suddenly in 2003, I had very little experience dealing with financial investment matters.   Throughout our journey with them, we've witnessed firsthand their unwavering commitment to our financial well-being."

J Larson
_Retired

This statement is a testimonial by a client of the financial professional as of 02/23/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

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"We have been clients of Everest Wealth Advisors for more than fifteen years and have always been what we feel as special clients to the firm. We had a great deal to learn regarding wealth management in general, and for elements within our specific cases dealing with multiple 401k accounts, corporate pension plans, healthcare systems, and estate planning."

M & R Watson
_{Retired/Aerospace Engineer}

This statement is a testimonial by a client of the financial professional as of 02/23/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

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