Welcome to the Everest Group Website.  

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal finances.  Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

The Everest Group was formed in 2010 by Darren Meyer and Bill Caton who were serving as independent financial advisors with Waddell & Reed and have over 48 years of combined experience in the financial services industry.

Given the complexities of the financial marketplace, we believe in taking organized steps toward a comprehensive financial solution.  As comprehensive financial advisors, the team at Everest Group offers a wide spectrum of advice and vast investment options to both individuals and businesses.  Creating your financial plan begins with a thoughtful process that takes into account your circumstances, goals, and aspirations. 

 

Securities and Investment Advisory Services through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC, and Federally Registered Investment Advisor. 

Everest Group is a team name used by Advisors affiliated with Waddell & Reed for marketing purposes only.

 

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