Top Wealth + Best-in-State · rank 3 · Naples, Florida · listed firm: Evertern Wealth
Identity & firm
- Firm — Evertern Wealth (high)
- “Jason Stephens CFP® - Evertern Wealth” — firm_official
- “Evertern Wealth, a newly formed independent wealth and family office advisory firm, launched in Naples, Florida, led by veteran advisors Jason Stephens and Mic Lundon, whose team previously oversaw approximately $2.4 bil” — professional_press
- Parent company — independent (high)
- “a founder-led, independent multi-family office built to serve entrepreneurs and families whose financial lives have grown more complex over time.” — firm_official
- “Dynasty Financial Partners provides "technology, operational support, and investment infrastructure" through its "Supported Independence model".” — professional_press
- Firm type — independent_ria (high)
- “Evertern Wealth, a newly formed independent wealth and family office advisory firm, launched in Naples, Florida” — professional_press
- “Jason Stephens has previously passed the Series 63 and Series 65 examinations, and is registered to provide investment advice in Florida.” — social_or_third_party_db
- Team name — The Stephens Group (medium)
- “Evertern Wealth (The Stephens Group)” — forbes_shook
- Team size — 10 (high)
- “Jason Stephens CFP® — Founder & Managing Partner; Michael Lundon CEPA®, J.D. — Founder & Managing Partner; Michael Heiser CFA® — VP, Senior Investment Strategist; Brett Schumbacker — AVP, Senior Wealth Strategist; Tyler ” — firm_official
- CRD — 3053046 (high)
- “BrokerCheck Report JASON ERIK STEPHENS” — sec_finra_regulatory
- “JASON E. STEPHENS with CRD# 3053046 is not currently registered.” — social_or_third_party_db
- Years experience — 28 (medium)
- “Stephens started his career in 1998 at Morgan Stanley before joining UBS in 2007.” — professional_press
- “For over more than two decades, Jason has guided families through multiple market cycles, significant liquidity events, and generational transitions.” — firm_official
- Designations — CFP (high)
- “Jason Stephens CFP® — Founder & Managing Partner” — firm_official
Book of business
- Team AUM ($M) — 2400 (high)
- “Team Assets (Custodied): $2.4B” — forbes_shook
- “whose team previously oversaw approximately $2.4 billion in client assets” — professional_press
- Account minimum ($M) — 5 (high)
- “Minimum Account Size for New Business: $5M” — forbes_shook
- Typical client net worth ($M) — 23.5 (high)
- “Typical Net Worth of Relationships: $12-35M” — forbes_shook
- Client niche — high-tax-state transplants relocating to Florida; business owners approaching liquidity events and executives with concentrated equity (high)
- “I was constantly seeing people relocating to Florida — retirees. It was typically somebody who retired, sold the business.” — professional_press
- “The firm focuses on business owners approaching liquidity events, executives with concentrated equity positions, as well as recent retirees and multi-generational family clients.” — professional_press
- Custodians — Goldman Sachs Custody Solutions (high)
- “Institutional-grade custody at Goldman Sachs Custody Solutions” — firm_official
- “Assets are custodied at Goldman Sachs.” — professional_press
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://www.everternwealth.com/team/jason-stephens/ (high)
- “Jason Stephens CFP® - Evertern Wealth” — firm_official
- Value proposition (verbatim) — You are the ultimate authority over your wealth and its purpose. We provide the leadership, coordination, and long-term perspective that follows. (high)
- “You are the ultimate authority over your wealth and its purpose. We provide the leadership, coordination, and long‑term perspective that follows.” — firm_official
- “We create coordinated, intentional wealth management strategies from the fragmented advisory relationships that come with complex financial lives.” — firm_official
- Differentiators — Founder-led, long-term stewardship model, Institutional-grade custody at Goldman Sachs Custody Solutions, Highly selective, capacity-disciplined client base, Integrated framework across investments, planning, governance, and lifestyle, Senior-level engagement during pivotal life moments (high)
- “Founder-led, long-term stewardship model” — firm_official
- “Highly selective, capacity-disciplined client base” — firm_official
- Content marketing — active (high)
- “08/04/2026 – "How to Manage Vacation Home Inheritance to Help Avoid Family Conflict"” — firm_official
- “07/30/2026 – "Roth Conversions: When You'll Never Be in a Lower Bracket"” — firm_official
- Has podcast — no (medium)
- “06/30/2026 – "Migrating to Florida? Top financial benefits and risks with Jason Stephens on InvestmentNews"” — firm_official
- Books published — 0 (low)
- “For over more than two decades, Jason has guided families through multiple market cycles, significant liquidity events, and generational transitions.” — firm_official
- Linkedin url — gap: not_found_after_search
- Social presence — gap: not_found_after_search
- Press awards — Barron's Top 1200 Advisors in America (11 years), InvestmentNews interview appearance (June 2026), Financial Planning feature on his Florida-transplant niche (medium)
- “Stephens has been recognized by leading national publications, including being named to the Forbes Top 250 Advisors in America list over the past nine years and the Barron's Top 1200 Advisors in America list over t” — professional_press
- “06/30/2026 – "Migrating to Florida? Top financial benefits and risks with Jason Stephens on InvestmentNews"” — firm_official
Visual brand
- Has distinct logo — yes (high)
- Logo url — https://www.everternwealth.com/wp-content/uploads/2026/03/Evertern_Horiz_RGB.svg (high)
- Visual brand notes — Clean sans-serif on white; neutral, restrained palette with reversed logo on dark footer. Aspirational lifestyle stock photography — beach, pickleball, coffee moments — paired with Goldman Sachs Custody Solutions co-branding for institutional weight. (medium)
