Everwise Investment Services


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

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 buying a home or funding your retirement.

Wealth Management
Put together a portfolio that can pay off in the long run for you and your family.
Retirement Planning
Discover how IRAs and other investment options can pave the way for a comfortable retirement.
403(b) for School Employees
Supplement your pension with an investment account that offers potential tax advantages.
Fixed Annuity
Check out the current fixed annuity rates.
College Planning
A smart savings strategy can help you address the rising costs of higher education.
Guided Wealth Portfolio
Easy online investing with the guidance of a financial advisor.
Investment Team
Meet the professionals who help you create the appropriate investment strategies.
Investment Account Login
Get one-click access to all of your investment accounts through Everwise Investment Services.
Investment Resources & Articles
Keep updated on important developments and tap into valuable insights.
Seminars and Education
Take part in free virtual workshops on a wide range of financial topics.

All information presented on this page is for educational purposes only and doesn’t constitute tax, legal or accounting advice. It is to be considered as general information, not recommendations. Please consult with an attorney or tax professional for guidance.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and 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 or investment advisor. 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:

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.

Routing Number | 271291826