Newly formed independent wealth and family office advisory firm Evertern Wealth, which launched this week in Naples, Florida, will custody client assets at Goldman Sachs Custody Solutions.
The firm, led by veteran advisors Jason Stephens and Mic Lundon, previously oversaw roughly $2.4 billion in client assets while at UBS.
Evertern Wealth will serve high-net-worth families, founders and executives through a boutique model, with client assets held at Goldman Sachs Custody Solutions and supported by the Dynasty Financial Partners platform.
The firm will serve clients nationwide, with a particular focus on entrepreneurs, executives, retirees and multi-generational families across Florida and other major U.S. markets.
"Evertern Wealth has the autonomy, sophistication, and functionality it needs to operate at the level of a true family office," said Shirl Penney, CEO of Dynasty Financial Partners, in a statement. "We're excited to welcome Jason, Mic, and their excellent team to our network of wealth management firms."
Stephens, founder and managing partner, added: "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."
The firm's capabilities span institutional portfolio management, private markets and alternative investments, strategic lending and balance sheet management, estate and multigenerational planning, and broader family office coordination.
"Our clients value the strength and stability of leading global financial institutions," added Lundon, managing partner, in the statement. "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."
(Adobe Stock)
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