Everence Trust Company

Everence Trust Company (CRD# 113179) is a financial advisory firm headquartered in Goshen, IN. They manage $1,651,423,000 in 4,247 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,651
    MILLION
  • Total Number of Accounts
    4,247
    ACCOUNTS
  • Average Account Value
    $388,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MO, NC, NJ, NM, NY, OH, OK, OR, PA, VA, WA, WI

Financial Advisors at Everence Trust Company
Showing 1 - 10 of 30 top financial advisors.
1
Shari E. Beck
CRD#: 6219448
Archbold, OH 43502

Shari Beck (CRD# 6219448) is an Investment Advisor Representative working at Everence Trust Company in Archbold, OH and has over 3 years of experience in the finance industry.

2
Chad L. Campbell
CRD#: 6471102
Goshen, IN 46528

Chad Campbell (CRD# 6471102) is an Investment Advisor Representative working at Everence Trust Company in Goshen, IN and has over 4 years of experience in the finance industry. Chad Campbell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jamie T. Detweiler
CRD#: 5889265
Ephrata, PA 17522

Jamie Detweiler (CRD# 5889265) is an Investment Advisor Representative working at Everence Trust Company in Ephrata, PA and has over 8 years of experience in the finance industry. Jamie Detweiler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
George G. Finney
CRD#: 1885090
Mount Joy, PA 17552

George Finney (CRD# 1885090) is an Investment Advisor Representative working at Everence Trust Company in Mount Joy, PA and has over 30 years of experience in the finance industry.

5
Sonya D. Gaby
CRD#: 2865848
Goshen, IN 46528

Sonya Gaby (CRD# 2865848) is an Investment Advisor Representative working at Everence Trust Company in Goshen, IN and has over 8 years of experience in the finance industry.

6
Jeffrey L. Godshall
CRD#: 5423270
Souderton, PA 18964

Jeffrey Godshall (CRD# 5423270) is an Investment Advisor Representative working at Everence Trust Company in Souderton, PA and has over 12 years of experience in the finance industry. Jeffrey Godshall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Benjamin E. Gooding
CRD#: 6624474
Goshen, IN 46528

Benjamin Gooding (CRD# 6624474) is an Investment Advisor Representative working at Everence Trust Company in Goshen, IN and has over 2 years of experience in the finance industry.

8
William S. Hartman
CRD#: 4609361
Mount Joy, PA 17552

William Hartman (CRD# 4609361) is an Investment Advisor Representative working at Everence Trust Company in Mount Joy, PA and has over 17 years of experience in the finance industry.

9
Chad M. Horning
CRD#: 4016306
Goshen, IN 46528

Chad Horning (CRD# 4016306) is an Investment Advisor Representative working at Everence Trust Company in Goshen, IN and has over 20 years of experience in the finance industry.

10
Glen E. Kauffman
CRD#: 1364121
Harrisonburg, VA 22802

Glen Kauffman (CRD# 1364121) is an Investment Advisor Representative working at Everence Trust Company in Harrisonburg, VA and has over 28 years of experience in the finance industry.

1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.