Our Core Values

 

Faith

We believe God is the creator and sustainer of all things, granting us confidence to pursue an abundant life in Christ.

Family

Our clients are an extension of our personal family; as such, we deeply value each relationship.

Freedom

Past and present experiences with money can often create unnecessary bondage in clients’ lives. We help families determine how much is enough, achieving true financial freedom.

 

Fiduciary

The client’s best interest is our foundational priority.

Financial Stewardship

We are called to manage our time, talents, treasures, and relationships for God’s glory.

 

Meet Our Team

David Sims, JD PhD AIF® CKA®
Wealth Advisor
Email Sims

Cole Somers
Wealth Advisor
Email Cole

EverSource Investment Committee

Mark Wesson, CFP®, CKA® Chief Executive Officer EverSource Wealth Advisors

Mark Wesson, CFP®, CKA®
Chief Executive Officer
EverSource Wealth Advisors

Daniel Phillips CFA®, CFP®
Director of Investments
EverSource Wealth Advisors

Glenn Waddell
General Counsel
EverSource Wealth Advisors

About EverSource Little Rock

We have found that highly successful individuals and families have excelled in their respective fields because they rightfully focus on doing what they do best. This often times leads to accumulation of wealth in a manner that may not be organized appropriately or invested intentionally to match the unique goals and values of the family. We create space for our clients to think clearly about their priorities, align their finances with their life goals, and ensure the most important people and causes in their life are planned for.

  • Define life goals and core values, then align investments accordingly

  • Determine how much is enough to provide for family vs. surplus available for impact goals

How We Help Our Clients

  • Ensure surviving spouse has a team in place to support him/her

  • Prepare and assist the next generation(s) to wisely steward inherited wealth

  • Implement multi-year, forward-looking tax strategies (pre and post retirement)

  • Audit estate plan, titling of accounts, life insurance and retirement beneficiaries to avoid unintended problems for heirs

 Our Investment Partners

EverSource partners with the largest asset managers in the world and leverages their economic and capital markets insights in the portfolio management process. Our asset management partners include BlackRock, Vanguard, Dimensional Fund Advisors, Blackstone, JP Morgan, and others.