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Custom Wealth Management

Custom Wealth Management

We create strategies that are tailored to your needs and goals.

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A Value-Based Investment Firm

A Value-Based Investment Firm

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Lifelong Financial Guidance

Lifelong Financial Guidance

Years of experience have prepared us to guide you through your life transitions.

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Wealth Management, Tailored To You

Financial Strategy: It's In Our DNA

The Stscherban Everett Group provides comprehensive wealth management to help families achieve the future they deserve, including retirement planning, estate planning, and tax planning. Our goal is to help you to successfully retire and transition into what it is you love, and to provide for your family both now and in the future.

We combine a systematic planning process with customized solutions for each client, whether they are a multigenerational family, a professional or a business owner. 

Our team offers unique experience, expertise, and skills to address all aspects of our client's financial life.

Our greatest satisfaction come from seeing the differences that we can make for a family. 

Our planning expertise makes us well-suited to serve many different types of clients, including executives and business owners 

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Our Three-Step Process

Assess

Assess

Data-driven analysis is the foundation for everything we do.

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Strategy

Strategy

Individualized strategies ensure that your goals are always a priority.

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Manage

Manage

Our comprehensive financial management means we're ready to address your every need.

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Meet Our Team

Kyle P.  Everett

Kyle P. Everett, QPFC

Senior Vice President | Financial Advisor

574-247-6849

574-247-6855

John N.  Stscherban

John N. Stscherban

Vice President | Financial Advisor

574-247-6848

574-247-6855

Jodi L.  Finn

Jodi L. Finn

Vice President | Branch Administrative Supervisor

574-247-6830

574-247-6855

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