Why us
At Everest, we employ a fiduciary wealth management model, prioritizing our clients’ interests above all else.
Ranga Srinivasan
Co-Founder and Principal
Ramprasad Satagopan
Co-Founder and Principal
Larry Swedroe
Investment Consultant
As an Investment Consultant, Larry advises Everest on portfolio construction and conducts due diligence on alternative investments. He recently retired from Buckingham Wealth Partners, where he spent 28 years as Head of Financial and Economic Research. Larry regularly reviews research published in leading peer-reviewed financial journals and has appeared on national television programs, including NBC, CNBC, CNN, and Bloomberg Personal Finance.
A prolific writer, Larry contributes regularly to outlets such as Morningstar and Wealth Management. He was among the first to publish a book explaining the science of investing in layman’s terms, “The Only Guide to a Winning Investment Strategy You’ll Ever Need.” He has also authored 17 other books, including “Think, Act, and Invest Like Warren Buffett” (2012).
Our Pillars
Fiduciary Responsibility
Hyper Personalization
We prioritize responsiveness and deep client relationships. By understanding each family’s unique needs, we provide unprecedented levels of personalization across all financial matters, including investments, asset protection, estate planning, corporate benefits, and liquidity management.
Proprietary Software Platform
Utilizing our proprietary software platform, we comprehensively analyze household assets across all account types and optimize them for risk, taxes, and costs. Our advanced techniques, including Rebalancing, Tax Loss Harvesting, and Asset Location, maximize wealth over time.
Pillars works in harmony to grow household wealth
Is Everest a fit for you
You are
A busy professional who has achieved career success
You have
More then $2M in investable assets, with financial and tax complexities
You want
To delegate to a skilled professional to grow your household wealth