Financial Planning for Women: Clarity, Confidence & Control

At Everest Wealth Advisors, we believe every woman deserves financial confidence — whether you're entering retirement, navigating divorce, the loss of a spouse, or simply ready to take control of your financial future. We specialize in helping women 50+ make empowered, informed financial decisions with empathy, transparency, and trust.

"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. Darren very thoroughly went through my portfolio with me explaining balancing investments for growth and income. He also found an excellent long term care policy for me. I retired the same year Darren and Bill Canton became independent and was pleased to continue as their client. Darren and Bill call me personally before making any changes in my portfolio which has grown steadily through the years. Because of this, not only do I have peace of mind in feeling financially secure but have enjoyed the privilege of traveling extensively. I highly recommend anyone considering retirement to consult with Everest Advisors for LPL Financial."

 - Judy L.

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. These views may not be representative of the views of other clients and are not indicative of future performance or success.

"Everest is here for me when I need guidance and support. When I have questions, concerns, need to understand or learn more, I know I can count on Everest. I feel confident and empowered knowing that Darren and his staff look out for my interests. Their expertise and their kindness make it all okay. If you happen to find yourself tasked with navigating estate planning or other investments, I highly recommend Everest."    

- Anonymous

This statement is a testimonial by a client of the financial professional as of 12/09/2025. 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. These views may not be representative of the views of other clients and are not indicative of future performance or success.

"I strongly recommend Everest Wealth Advisors. Darren has been my financial advisor for almost twenty years and helped me achieve many milestones. He cares about my success - he is available when I have questions or concerns, regularly checks in to discuss current market conditions, and talks through decisions to get the best possible outcome."  

Joanne S. – Auditor

This statement is a testimonial by a client of the financial professional as of 01/06/2026. 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. These views may not be representative of the views of other clients and are not indicative of future performance or success.


We Understand Women's Financial Journeys

Women face unique challenges — longer lifespans, career breaks, caregiving responsibilities, and unexpected transitions. We help you turn those challenges into a clear, confident plan. Whether you're newly divorced, widowed, or approaching retirement, our mission is to help you feel in control of your money and your future. 

 

Why Women Choose Us

  • We Listen Before We Plan: Your story matters. We take time to understand your goals, fears, and dreams before we talk about numbers.
  • Fiduciary & Independent:  As advisors, we act in a fiduciary capacity — meaning we are ethically bound to put your interests first. No commissions. No product push. Just clear, personalized advice.
  • Clarity You Can Understand: We make financial planning simple and approachable. You'll always know what we're doing and why.
  • Focused on Life Transitions: From divorce, retirement, or loss we help you manage complex financial decisions with calm, confidence, and clarity.
  • Tax-Smart Planning: We integrate tax mitigation strategies into every financial plan — from retirement withdrawals to investment positioning — so your money works smarter, not harder.

 

Services Tailored for Women

  • Divorce Financial Planning — Understand your settlement, preserve your future.
  • Retirement Planning for Women 55+ — Build lasting income you won't outlive.
  • Investment Management — Smart, personalized strategies built around your goals.
  • Tax Mitigation Strategies — Aim to optimize investments, withdrawals, and charitable giving
  • Social Security & Pension Guidance — Maximize benefits with confidence.
  • Estate & Legacy Planning — Ensure your loved ones are cared for.

We don't just manage assets — we help you build confidence and clarity.

 

Start Your Journey Toward Financial Confidence

Your money should give you freedom — not fear. Let's talk about what confidence looks like for you.

Call us to book an appointment (720) 826-1092 or to schedule online, click here  Book Online

Taking Control of Your Finances

The confidential white paper designed for women that are in transition whether it is divorce, loss of a loved one, or you just  are not understood by your current advisor. 

● Why This Matters                         ● Common Mistakes to Avoid

● Things to Focus on.                      ● You Are Not Alone

Informational in nature and not intended as legal advice

Taking Control of Your Finances: A Guide for Women Navigating Divorce, Widowhood, and Major Life Transitions
Download Guide