A veteran advisory team overseeing roughly $2.4 billion in client assets has launched a new independent wealth and family office firm in Florida, the latest sign of continued breakaway momentum among experienced advisors.
Evertern Wealth officially opened this week in Naples supported by Dynasty Financial Partners and led by industry veterans Jason Stephens and Mic Lundon who had been with UBS for most of the 21st century so far.
Their boutique firm will focus on high-net-worth families, founders, and senior executives, positioning itself as an alternative to larger wealth platforms. It is designed to operate as a modern multi-family office, offering services that extend beyond traditional portfolio management.
“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.”
Stephens and Lundon bring more than 40 years of combined experience advising affluent clients, including entrepreneurs and executives. Stephens has also earned repeated national recognition, including multiple appearances on major industry rankings over the past decade.
Client assets will be custodied with Goldman Sachs Custody Solutions, giving the firm access to capabilities typically associated with large institutions and single-family offices. Dynasty Financial Partners will provide operational support, technology, and business services.
“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.”
Last year, another two UBS breakaways founded their own RIA with offices on east and west coasts.
Denis Cleary and Greg Devine, formerly managing directors at UBS Financial Services, launched 71 West Capital Partners, an independent firm they say will allow them to broaden their services and scale with fewer constraints. The duo previously oversaw one of UBS’s largest and fastest-expanding private-wealth teams, advising roughly $6 billion in client assets across 35 states.
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