About Evermont Wealth
Evermont Wealth is an independent, fiduciary, fee-only financial planning firm serving the Claremont, CA area and beyond. Founded on the principles of transparency and client advocacy, Evermont Wealth offers personalized, goals-based retirement planning to individuals and couples who want a thoughtful, relationship-centered approach to wealth management.
The name Evermont represents the summit our clients have climbed to reach retirement. They’ve spent decades saving and preparing—now they’re ready to enjoy the view. We help guide the next phase of their journey by designing a retirement plan that’s built to endure. Our job is to align the many financial pieces—investments, income, spending, and more—into a clear strategy so clients:
- ✅Know how much they can safely spend on travel, hobbies, and family
- ✅Feel confident their plan can adapt through life’s changes
- ✅Be assured that nothing important has been overlooked
We proudly serve clients in Claremont and throughout the Inland Empire, San Gabriel Valley, and neighboring communities in Los Angeles County.
Who We Serve
We specialize in financial planning and investment management for:
- ✅Retirees and pre-retirees planning for income distribution, tax efficiency, and estate transitions
- ✅Kaiser Permanente physicians and healthcare professionals navigating employer retirement plans and other compensation
- ✅Faculty and staff of the Claremont Colleges navigating their unique benefits packages and seeking long-term financial plans tailored to academic careers
- ✅First responders (police, firefighters, EMTs) planning around pensions, DROP programs, and early retirement
What Sets Evermont Wealth Apart
- ✅Independent & Fee-Only: No commissions. No product sales. Just advice that puts your interests first.
- ✅Local Expertise: Expertise with Claremont-area and regional employers, benefits systems, and retirement plans.
- ✅Tax-Aware Strategies: Tax integration built into every plan.
- ✅Personalized Portfolios: Evidence-based investment management tailored to your risk profile and goals.
- ✅Comprehensive Planning: Retirement, education, legacy, and everything in between.
- ✅Community-Focused: Committed to the Claremont community’s long-term well-being.
Frequently Asked Questions
Q: Do you specialize in retirement planning in Claremont, CA?
A: Yes. Retirement planning is at the core of our work. We help Claremont-area clients build personalized retirement income strategies, optimize their Social Security timing, and manage investment risks throughout retirement.
Q: What types of clients do you typically work with?
A: We frequently serve Kaiser Permanente physicians, Claremont Colleges faculty and staff, first responders, and local professionals planning for retirement and other long-term goals.
Q: What areas do you serve?
A: While we’re based in Claremont, we work with clients throughout the San Gabriel Valley, Inland Empire, and Southern California, offering both in-person and virtual meetings.
Q: What does fee-only fiduciary mean?
A: We are fiduciaries, meaning we are legally required to act in your best interest. As a fee-only firm, we do not earn commissions and never sell financial products.
Q: Can you help me manage my investments?
A: Yes. We provide customized, evidence-based portfolio management as part of our broader financial planning services.