Evertern Wealth

Evertern Wealth Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Evertern Wealth, Financial planner, 4501 Tamiami Trail North Suite 100, Naples, FL.

Evertern Wealth is a Naples-based multi-family office helping individuals and families make informed decisions around retirement, taxes, business sales, and long-term wealth planning.

05/21/2026

For more than twenty years, we’ve guided families with significant, complex wealth through market cycles - both highs and lows, booms and corrections.

But the most important turns aren’t just in markets.
They’re in life.

Business exits. Retirement. Generational transition. At every turn, experience matters.

That's why we provide CFO-style, coordinated stewardship designed to help you and your family endure life's expected and unexpected moments. It's steady guidance and lasting trust at every turn, for each generation.

Plan wisely, invest confidently, and live fully with the stewardship of Evertern Wealth. Come in today for a coffee, a conversation and a consultation. Visit EverternWealth.com

05/15/2026

Decades of experience for long-term partnership.

Meet the award-winning Evertern Wealth team dedicated to providing leadership, coordination, and long-term perspective for families with complex wealth needs.

Jason Stephens, Founder and Managing Partner

With 20+ years guiding families through market cycles, liquidity events, and generational transitions, Jason brings a disciplined, steady approach to capital stewardship and has been named to the Forbes Top 250 Advisors in America list for nine consecutive years.

Full bio: https://www.everternwealth.com/team/jason-stephens/

Michael Lundon, Founder and Managing Director

With 28+ years in financial services, Mic provides portfolio management, financial planning, and guidance on estate, trust, and business transition matters for business owners, executives, and multigenerational families.

Full bio: https://www.everternwealth.com/team/michael-lundon/

Michael Heiser, CFA, VP, Senior Investment Strategist

With 15+ years in financial services, including roles as a derivatives portfolio manager and institutional consultant, Michael brings a disciplined, risk-aware investment philosophy.

Full bio: https://www.everternwealth.com/team/michael-heiser/

Tyler Stephens, AVP, Wealth Strategist

With 5+ years in financial services, Tyler delivers thoughtful, comprehensive financial guidance, tailoring investment and planning strategies to each client's goals.
Full bio: https://www.everternwealth.com/team/tyler-stephens/

Brett Schumbacker, AVP, Senior Wealth Strategist

With 8+ years on a senior advisory team, Brett brings hands-on experience with complex client situations and long-term planning.

Full bio: https://www.everternwealth.com/team/brett-schumbacker/



*The Forbes Best-in-State Wealth Management Teams list, developed by SHOOK Research, covers the period from January 1 to December 31 of each year, and was released the following year. Neither Evertern Wealth nor any of its advisors pay a fee in exchange for this recognition. Jason was on this list from 2023 – 2026. For more information regarding the methodology of these rankings, please visit: https://www.forbes.com/lists/wealth-management-teams-best-in-state/

**2026 Forbes Top 250 Wealth Advisors, developed by SHOOK Research, is based on time period from January 1 to December 31 and was released the following year. Neither Evertern Wealth nor any of its advisors pay a fee in exchange for this award. Please see https://www.forbes.com/lists/top-wealth-advisors/ for more information.

Institutional access. Independent advice. Fully aligned with you.As an independent firm, we’re able to offer the perfect...
05/05/2026

Institutional access. Independent advice. Fully aligned with you.

As an independent firm, we’re able to offer the perfect balance of boutique, multi-family office services and stewardship with the institutional strength, security and capabilities of Goldman Sachs Custody Solutions.

This relationship with one of the world’s premier financial firms allows us to combine highly personalized advice with the scale, resources, and technology that are typically reserved for large institutions.

We intentionally chose Goldman Sachs as a custodian for our clients’ assets because of their reputation, experience, and specialization in serving families with larger, more complex balance sheets.

This allows us to design more customized solutions around you, while leveraging deep institutional expertise, strong infrastructure, and a long-standing commitment to safeguarding client assets.

Learn more at EverternWealth.com



*Custody, clearing and certain brokerage services are offered by Folio Investments, Inc., which conducts business as Goldman Sachs Custody Solutions (GSCS). GSCS is an SEC-registered broker-dealer and Member FINRA/MSRB/SIPC. Neither this material nor any of its contents shall constitute an offer, solicitation, or advice to buy or sell securities.

05/01/2026

There are both seen and unseen complexities that come with significant wealth. That’s why having a trusted steward is paramount when managing, growing and protecting wealth for this generation - and the next.

We’re proud to be recognized as a Forbes 2026 Best-in-State Wealth Management Team, exemplifying the dedication, partnership and experience we provide our clients and their families.

As a boutique, multi-family office, we take pride in acting as a CFO for you and your family, providing structure and discipline to decisions that go beyond traditional wealth management.

This approach allows your assets to be held with Goldman Sachs Custody Solutions, while your wealth is governed and coordinated as an integrated system, designed for everlasting confidence along every turn in life.

Let’s have a conversation on what strategic stewardship can look like for you and your family. Visit EverternWealth.com



*The Forbes Best-in-State Wealth Management Teams list, developed by SHOOK Research, covers the period from January 1 to December 31 of each year, and was released the following year. Neither Evertern Wealth nor any of its advisors pay a fee in exchange for this recognition. Jason was on this list from 2023 – 2026. For more information regarding the methodology of these rankings, please visit: https://www.forbes.com/lists/wealth-management-teams-best-in-state/

**Custody, clearing and certain brokerage services are offered by Folio Investments, Inc., which conducts business as Goldman Sachs Custody Solutions (GSCS). GSCS is an SEC-registered broker-dealer and Member FINRA/MSRB/SIPC. Neither this material nor any of its contents shall constitute an offer, solicitation, or advice to buy or sell securities.

Michael (“Mic”) Lundon is Founder and Managing Director of Evertern Wealth, where he provides portfolio management, fina...
04/24/2026

Michael (“Mic”) Lundon is Founder and Managing Director of Evertern Wealth, where he provides portfolio management, financial planning, and guidance on estate, trust, and business transition matters. He works closely with business owners, senior executives, and multigenerational families, delivering personalized advice for clients with complex financial needs.

Mic brings more than 28 years of experience in the financial services industry, with a career defined by advisory leadership and broad team responsibility. His background includes experience advising high-net-worth families as well as leading large advisory organizations.

Mic holds the Certified Exit Planning Advisor® (CEPA) designation, specializing in helping business owners integrate tax strategy, investment planning, estate design, and business transition planning into coordinated, long-term liquidity strategies — reducing complexity during high-stakes transition events.

Earlier in his career, Mic held multiple executive leadership roles, including Sales Manager and Complex Director across Northeast Ohio and Western Pennsylvania. In these positions, he led and mentored more than 150 financial advisors and supported teams responsible for approximately $20 billion in client assets.

Mic is an active supporter of several nonprofit organizations, including MAKE A WISH FOUNDATION CHARITY, the American Heart Association, and Artis—Naples. He currently serves on the board of the MS Center of SWFL. He has also served on the boards of Susan G. Komen of Northeast Ohio, the Pepper Pike Civic League, and the Boler School of Business Dean’s Advisory Board at John Carroll University.

Read Mic's full bio: https://www.everternwealth.com/team/michael-lundon/



*Disclaimer:

The Forbes Best-in-State Wealth Management Teams list, developed by SHOOK Research, covers the period from January 1 to December 31 of each year, and was released the following year. Neither Evertern Wealth nor any of its advisors pay a fee in exchange for this recognition. Jason was on this list from 2023 – 2026. For more information regarding the methodology of these rankings, please visit: https://bit.ly/3RObtTj

Our Founder & Managing Partner, Jason Stephens, sits down with Barron's to talk about the tax benefits of living in Flor...
04/21/2026

Our Founder & Managing Partner, Jason Stephens, sits down with Barron's to talk about the tax benefits of living in Florida for wealthy Americans.

Florida is attracting a new, younger generation of wealthy Americans — not just retirees, but working-age financial professionals and business owners who can run their operations remotely. Jason has been hosting workshops for prospective Florida migrants for two decades and has seen attendance grow from about 150 to 250 people per winter season. His typical attendees have a net worth between $25 million and $200 million.

The migration is being fueled by rising taxes in other states, now intensified by federal funding cuts that are forcing states to fill budget gaps. California is pursuing a one-time 5% billionaire tax, and Washington recently passed a 9.9% "millionaire's tax" on income above $1 million.

The savings can be significant by moving to Florida, as there is no state income tax, estate tax or inheritance tax. For example, a New Yorker earning $1 million annually can potentially save over $100,000 a year in income taxes alone, while a $100 million estate avoids nearly $15 million in New York estate taxes. Florida also allows dynasty trusts that can shelter wealth for up to a thousand years.

Have a Barron's subscription? Read the full article here: https://bit.ly/42fGZiC

Jason Stephens is the Founder and Managing Partner at Evertern Wealth. For more than two decades, Jason has guided famil...
04/15/2026

Jason Stephens is the Founder and Managing Partner at Evertern Wealth. For more than two decades, Jason has guided families through multiple market cycles, significant liquidity events, and generational transitions — experience that informs a disciplined, steady approach to capital stewardship and risk management.

He and his team are recognized as a Forbes Best-in-State Wealth Management Team from 2023 - 2026. 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.

Jason is a Certified Financial Planner™ (CFP®) professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He completed the Wharton Executive Education - Global C-Suite Program at The Wharton School of Business, where he obtained his Investment Consultant designation.

He is an active leader within the Young Presidents’ Organization (YPO), a global peer network of chief executives spanning more than 140 countries. Jason previously served as Chapter Chair and continues to serve as a Board Member, contributing to governance, strategic planning, and member engagement within an active chapter.

In the philanthropic community, Jason has held several leadership roles, including Past Vice President and Trustee of the SWFL Children’s Charity and Past Heart Ball Chair and Executive Leadership Committee member for the American Heart Association's Heart Ball in Southwest Florida.

Read Jason's full bio here: https://bit.ly/4taD2rx

*Disclaimer:
The Forbes Best-in-State Wealth Management Teams list, developed by SHOOK Research, covers the period from January 1 to December 31 of each year, and was released the following year. Neither Evertern Wealth nor any of its advisors pay a fee in exchange for this recognition. Jason was on this list from 2023 – 2026. For more information regarding the methodology of these rankings, please visit: https://bit.ly/3RObtTj

The Forbes Best-in-State Wealth Advisors list, developed by SHOOK Research, covers the period from January 1 to December 31 of each year, and was released the following year. Neither Evertern Wealth nor any of its advisors pay a fee in exchange for this recognition. Jason was on this list from 2018 – 2026. For more information regarding the methodology of these rankings, please visit https://bit.ly/49GnvVT

2026 Forbes Top 250 Wealth Advisors, developed by SHOOK Research, is based on time period from January 1 to December 31 and was released the following year. Neither Evertern Wealth nor any of its advisors pay a fee in exchange for this award. Please see https://bit.ly/3VJcsI7 for more information.

We're excited to announce a new evolution in how we serve our clients - welcome to Evertern Wealth. This new chapter all...
04/10/2026

We're excited to announce a new evolution in how we serve our clients - welcome to Evertern Wealth.

This new chapter allows us to operate as an independent wealth and family office advisory firm with the structure and institutional resources to strategically steward families with significant wealth.

Led by Jason Stephens and Michael Lundon, our award-winning team brings over four decades of combined experience advising ultra-high-net-worth families, founders, and executives through market cycles, liquidity events, and generational wealth transitions.

"We built Evertern to deliver institutional-level capabilities within a highly personalized model. Our clients don't need fragmented advice — they need coordinated guidance across investments, estate planning, and multi-generational strategy." - Jason Stephens, Founder & Managing Partner.

We're also proud to offer our clients the ability to have their assets custodied by Goldman Sachs Custody Solutions. This relationship allows us to combine highly personalized advice with the scale, resources, and technology typically reserved for large institutions.

Learn more: https://bit.ly/4svjgG3

InvestmentNews



*The Forbes Best-in-State Wealth Management Teams list, developed by SHOOK Research, covers the period from January 1 to December 31 of each year, and was released the following year. Neither Evertern Wealth nor any of its advisors pay a fee in exchange for this recognition. Jason was on this list from 2023 – 2026. For more information regarding the methodology of these rankings, please visit: https://www.forbes.com/lists/wealth-management-teams-best-in-state/

**2026 Forbes Top 250 Wealth Advisors, developed by SHOOK Research, is based on time period from January 1 to December 31 and was released the following year. Neither Evertern Wealth nor any of its advisors pay a fee in exchange for this award. Please see https://www.forbes.com/lists/top-wealth-advisors/ for more information.

If you’ve built meaningful wealth, the hardest part isn’t investing. It’s making the right decisions at the right time:...
04/07/2026

If you’ve built meaningful wealth, the hardest part isn’t investing.

It’s making the right decisions at the right time:

• When to sell a business
• How to generate income in retirement
• How to reduce taxes
• How to structure wealth for the next generation

That’s where we focus.

Learn more: everternwealth.com

Address

4501 Tamiami Trail North Suite 100
Naples, FL
34103

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

https://www.linkedin.com/company/everternwealth/?viewAsMember=true

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