Financial services

As a financial services company that shares your values, we believe all of us make better money decisions when we integrate our values with our decision-making. That’s why we offer a broad array of options to help you meet your needs.

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How we work with you

A financial partner that shares your values

Gain confidence in your finances with the help of Everence financial professionals, who can help you with your most basic or complex financial questions and needs.
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Nationwide service

Our financial professionals can work with you, no matter where you live. Visit one of our local offices, or talk to someone from the comfort of your own home.

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Faith and values

Centered around values rooted in faith, Everence brings a unique, trusted perspective to finances.

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Broad financial services

We serve individuals and organizations with a wide variety of services to meet your personalized needs.

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We were both surprised by how freeing it felt to face our financial reality together with our advisor. I felt a quiet exhilaration because I was reminded that the script of my life was still unfinished. I felt hopeful.
Vanessa Caruso Vanessa Caruso
Philadelphia, Pennsylvania

For individuals

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Financial planning

Gain confidence in your future with a comprehensive dive into your finances. Develop a customized plan that helps you meet your goals.

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Insurance

Protect yourself and your family with life, disability income and long-term disability insurance.

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Asset management

Grow your money with investment options to help you plan for short- and long-term goals.

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Charitable giving

Make a difference in the world by giving to the organizations you care about most, using unique services that help you maximize your giving.

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For organizations

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For businesses and nonprofits

Build a thriving organization with our suite of services for businesses and nonprofits.

  • Asset management
  • Employee health and retirement benefits
  • Planned giving services
  • Executive financial services

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For congregations

Grow a sustainable congregation with Everence services tailored specifically for your financial, employee benefits and stewardship education needs.

  • Planned giving services and education
  • Employee health and retirement benefits
  • Asset management
  • Congregational education resources

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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.

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Contact us

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

info@everence.com

(800) 348-7468

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Meet life's moments with confidence

Moments – big and small – are part of life, and some extra help goes a long way. Everence can help you save for tomorrow. To buy your dream home. To protect your family. And to make a far-reaching plan for your future.

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Stories

Living the values

 

Mission momentum: SpringHaven and Everence
Serving a nonprofit and its caring counseling

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Everyday Stewardship

Building a little dignity

Here's how dozens of people came together to create a tiny house village for homeless people in Denver, Colorado, with a little help from Everence.

 

Watch the Everence Market Commentary for October 2017.

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Everyday Stewardship

Retirement redefined as renewal

We’ve heard the expression about change being the only constant in life, but when change involves a household going from two incomes to one, it’s natural for at least some anxiety to creep in.

Handshake between volunteers

Everyday Stewardship

Building a little dignity

Here's how dozens of people came together to create a tiny house village for homeless people in Denver, Colorado, with a little help from Everence.

Disclosure

Advisory services offered through Everence Trust Company and/or Investment Advisors, a division of ProEquities Inc., Registered Investment Advisors. Securities offered through ProEquities Inc., a registered broker-dealer, member FINRA and SIPC. Everence entities are independent from ProEquities Inc.