Veteran Advisors Jason Stephens and Mic Lundon Establish Boutique Family Office Advisory Firm Serving High-Net-Worth Families

Evertern Wealth, a newly formed independent wealth and family office advisory firm, launched this week in Naples, Florida. The firm is led by veteran advisors Jason Stephens and Mic Lundon, whose team previously oversaw approximately $2.4 billion in client assets. Evertern Wealth will serve high-net-worth families, founders, and executives through a boutique model, with client assets held at Goldman Sachs Custody Solutions and supported by the Dynasty Financial Partners platform.

The launch reflects a continued shift among experienced advisory teams toward independent firms designed to better serve the complex needs of today’s families.

Stephens and Lundon together bring more than four decades of experience advising affluent families, entrepreneurs, and executives. 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 and the Barron’s Top 1200 Advisors in America list over the past eleven years.*

Evertern Wealth provides comprehensive advisory services designed for families whose financial lives extend well beyond traditional investment management. The firm works with business owners approaching liquidity events, executives with concentrated equity positions, recent retirees, and multi-generational families seeking coordinated financial leadership.

“We built Evertern Wealth to deliver institutional-level capabilities within a highly personalized advisory model,” said Jason Stephens, Founder and Managing Partner. “Our clients require coordinated guidance across investments, liquidity events, and generational planning — not fragmented advice.”

The Evertern team has experience advising families through multiple market cycles, liquidity events, and generational wealth transitions for more than two decades. The firm’s capabilities span institutional portfolio management, private markets and alternative investments, strategic lending and balance sheet management, estate and multigenerational planning, and broader family office coordination.

Client assets are held at Goldman Sachs Custody Solutions, providing a secure and sophisticated platform along with access to institutional capabilities typically reserved for large institutions and single-family offices. The selection of Goldman Sachs Custody Solutions reflects Evertern Wealth’s focus on delivering institutional capabilities to a select group of families through a highly personalized advisory approach.

“Our clients value the strength and stability of leading global financial institutions,” said Mic Lundon, Managing Partner. “Working with Goldman Sachs Custody Solutions allows us to pair that level of infrastructure with the high-touch, relationship-driven advice that defines our practice.”

Evertern Wealth operates on the Dynasty Financial Partners platform, which provides technology, operational support, and business services to wealth management firms.

“Evertern Wealth has the autonomy, sophistication, and functionality it needs to operate at the level of a true family office,” said Shirl Penney, CEO of Dynasty Financial Partners. “We’re excited to welcome Jason, Mic, and their excellent team to our network of wealth management firms.”

Evertern Wealth is designed to operate at the level of a modern multi-family office, combining independent advice with institutional infrastructure for a select group of families.

Evertern Wealth will serve clients nationwide, with a particular focus on entrepreneurs, executives, retirees, and multi-generational families across Florida and other major U.S. markets.

About Evertern Wealth

Evertern Wealth is a boutique wealth management and family office advisory firm serving ultra-high-net-worth families, founders, and senior executives from its headquarters in Naples, Florida.

About Dynasty

Dynasty empowers independent wealth management firms by providing access to an open architecture platform of technology, business services, and holistic investment management capabilities. Dynasty delivers Supported Independence®, helping advisory firms launch, scale, and grow through proprietary and third party solutions, one of the largest investment platforms in the RIA space, and a leading investment bank dedicated to the asset and wealth management industries.

For more information, visit www.dynastyfinancialpartners.com.

Disclosure:

The Barron’s Top 1,200 Financial Advisors list, developed by Barron’s (a publication of Dow Jones & Company, L.P.), 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 2014 – 2026. For more information regarding the methodology of these rankings, please visit https://www.barrons.com/advisor/articles/barrons-methodology-for-ranking-financial-advisorsc4831b04/

Disclosure:

The Forbes America’s Top 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 2017 – 2025. For more information regarding the methodology of these rankings, please visit https://www.forbes.com/sites/rjshook/2025/04/08/methodologyforbes-americas-top-wealth-advisors-2025/

Disclosure:

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.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260407872746/en/