Investment Services

broker checkInvest in a brighter future for you and your family with Everwise Investment Services.

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Getting Started

Services We Offer

Wealth Management

Build a portfolio designed for your future.

  • Personalized wealth guidance 
  • Broad range of investment options 
  • Tools to help you stay on track
Connect with a financial representative

Retirement Planning

Plan today for the retirement you want tomorrow.

  • Traditional and Roth IRA options 
  • Guidance tailored to your goals 
  • Strategies for income and withdrawals
Connect with a financial representative

College Planning

Start saving for their future today.

  • Tax-advantaged savings options 
  • Automatic contribution tools 
  • Simple online fund management
Connect with a financial representative

403b for School Employees

Supplement your pension with tax-deferred savings.

  • Invest through payroll contributions 
  • Choose from multiple fund options 
  • Taxes deferred until withdrawal
Learn more

Our expert advisors can help.

Our advisors will help you make informed choices about investment and insurance strategies to pursue your long-term financial goals, from paying for college to funding your retirement.


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Investment Account Logins

From managed accounts to 403b plans, find your one-click access here. 

Log In by Investment Type

Fixed Annuities

Designed for more conservative investors close to retirement.

Fixed annuities allow you to protect assets from market volatility. These contracts with an insurance company often pay you an agreed-upon percent for a guaranteed number of years. Withdrawals may be subject to surrender charges during the early years of the contract, and funds withdrawn from any annuity prior to age 59 1/2 may be subject to a 10% IRS penalty.

Connect with a financial representative

Fixed Annuity 4.55% 3-year guarantee period

Fixed Annuity 4.95% 5-year guarantee period

Rates shown are for illustrative purposes only and are not intended to be a solicitation for a specific insurance product. Please consult a qualified professional to determine which strategies or investments may be suitable for you. Rates effective 12/15/2025. Initial rates offered are subject to change.

Resources

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Retirement & Investing

Seminars & Education
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Retirement & Investing

All you need to know about non-deductible IRAs.
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General Investing

IRA Types and Contribution Limits
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Retirement & Investing

2026 tax rates, schedules, and contribution limits

Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Everwise Investment Services and Everwise Credit Union (Everwise) are not registered as a broker-dealer. Registered representatives of LPL offer products and services using Everwise Investment Services, and may also be employees of Everwise. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Everwise or Everwise Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value 

Your credit union ("Everwise Credit Union") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay Everwise Credit Union for these referrals. This creates an incentive for Everwise Credit Union to make these referrals, resulting in a conflict of interest. Everwise Credit Union is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/content/dam/lpl-www/documents/disclosures/lpl-financial-relationship-summary.pdf for more information.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS.

Subject to membership eligibility requirements. Loans subject to credit approval. Borrower must be a resident of Indiana or Michigan, and for home loans property must be in Indiana or Michigan. All credit union programs, rates, terms, and conditions may change without notice.