Asset management

Whether you’re seeking wealth management, retirement, investment or charitable services, we’re here to help you find your way, so you can focus on what truly matters – your future. Take control of your finances and let Everence, faith-based financial services, help you navigate toward your goals.
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Products

Growing a confident future

Everence asset management products combine excellent services with your values. 

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Individual retirement accounts

Grow your retirement savings with a variety of investment options.
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Investment management

Custom-managed investment portfolios designed to your objectives.
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Trust and estate planning and administration

Create peace of mind, when the time comes, to transfer your assets and property to others.
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Financial planning

Get on a step-by-step journey to navigate and enjoy life's moments with increased financial clarity and confidence, using custom-planning services and tools. Take a simple step today.
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Charitable giving

Make a world of difference when you grow your capacity for generosity today, tomorrow and for generations to come.
Working with Everence

Service you can count on

For more than 75 years, our financial professionals have offered straightforward investment advice and service that save members hours of time laboring through complex ideas and strategies.

Detailed, adaptable planning

Long-term financial success usually doesn’t happen by accident. It requires a detailed, yet adaptable, plan with measurable goals and benchmarks.

Combining faith, values and finances

We believe that combining faith and values with finances results in better financial decisions – an approach you may find is different from most other financial services firms.

Team of financial expertise

Our financial and charitable consultants are backed by a team of investment managers who add to the depth of expertise managing and supporting your accounts.

Get started

Let Everence help you reach your financial goals, no matter where you are on your journey. Contact an Everence representative or leave your information so that we can contact you.

Contact us

Everence

1110 N. Main St.
P.O. Box 483
Goshen, IN 46527


info@everence.com

(800) 348-7468
Proxy voting

Investments with an impact

As a shareholder, Everence can place proxy votes in corporate board meetings where we hold stock. We believe that the votes we make for company policies and board members should reflect both our fiduciary duty and moral responsibility.

 

a fund family of Everence

Praxis Mutual Funds

With values-based investing from Praxis Mutual Funds – a fund family of Everence – you can have a positive impact on the world. Guided by faith values, our unique approach combines social and financial considerations, with the goal of real, positive impact.

 

Everence values

Doing better together

By working with Everence, you help make a difference for our members and community. We live out our values through responsible money management and giving back to others through unique community investing, grant-making and charitable giving programs.

Disclaimer

Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Investments and other products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee.

Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Concourse Financial Group Securities, or its affiliates.

Access a copy of CFGS’s Form CRS.