Our Mission

We serve people impacted by incarceration by building relationships with families, probationers, and returning citizens after their release from prison. Through discussion, mentoring, empowerment, and support we:

  • Teach life skills and address the unique needs of family members.
  • Strengthen families by helping them build Search Institute’s “40 Developmental Assets”.® 

Mobilize and network with community stakeholders to reach families in need. (Stakeholders include corrections, school systems, the justice system, congregations, civic organizations, and community programs). 

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Investing Beyond Portfolios

At Everest Wealth Advisors, we believe true wealth extends beyond financial returns. It is reflected in stewardship, responsibility, and the positive impact we make in the lives of others.

Giving back is not a seasonal initiative — it is part of our culture and our identity.

Throughout the year, and especially during the holiday season, we partner with mission-driven organizations to make meaningful contributions in honor of our clients. These efforts reflect our shared commitment to strengthening families and communities — both locally and globally.


Protecting the Future of Families

2026 Tennis Tournament - Top Sponsor Benefiting 
Wings For LIFE International

At Everest Wealth Advisors, we believe legacy is not defined solely by assets passed down — but by the lives strengthened along the way.

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2025 Holiday Impact

By the Numbers

This past Christmas season, in partnership with Gifts for Good and their cause partners, we directed charitable contributions in the name of our clients. Together, our impact created measurable, meaningful change.

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