Everest Wealth Management

Everest Wealth Management will serve as your guide on your climb to Financial Security. Our goal is to help you reach your peak potential and survive the storms that you face on your financial journey. 

It is our mission to lead clients towards achieving financial security and Independence. This is accomplished by creating life-long client relationships based on trust, integrity, and a high level of ethical service. We work with clients to identify their goals, formulate a plan, implement that plan and provide ongoing guidance and direction.

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Forbes - Best-In-State Wealth Management Teams 2025

We are proud to announce that Andrew Lich has been named among Forbes Best-In-State Wealth Management Advisors for 2023-2025, and our team has also been recognized as 2025 Best-In-State Wealth Management Teams! This honor reflects our unwavering commitment to delivering outstanding service and customized financial strategies to our clients. Our team of experienced advisors works tirelessly to understand each client's unique goals and challenges, ensuring tailored solutions that help them achieve their financial aspirations. We are grateful for the trust our clients place in us and remain committed to maintaining the highest standards of excellence and integrity. Thank you for allowing us to be part of your financial journey.

Forbes 2025 Wealth Management Teams List

Forbes 2025 Best-In-State Wealth Advisors List

Forbes awards

Forbes Best-In-State Wealth Management Teams (1/2025), data as of 3/31/24. Forbes "Best-in-State Wealth Advisors" list (April 2025, April 2024, April 2023), based upon data as of June 30th of the preceding year. Research & ranking provided by SHOOK® Research, LLC. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s).  Rankings and recognitions are no guarantee of future investment success.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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