Empowering advisors to grow and thrive.
Guided by deep industry expertise and a commitment to genuine partnership, EverVest gives independent advisors the support, solutions, and resources they need to grow their business and better serve their clients.
A partnership built around your success.
We combine industry experience, responsive service, and access to leading insurance solutions to help advisors confidently serve their clients and grow their business.
Our Story
Founded in 2016 by Matt Holmbeck, EverVest was built on a vision to provide a new kind of support to insurance producers across the country — one grounded in expertise, partnership, and a commitment to client-centered service.
We are a full-service brokerage agency specializing in annuity, life, and long-term care products, bringing together a team of seasoned professionals who share a passion for helping advisors and their clients succeed.
At EverVest, we pride ourselves on responsive, courteous service and lasting relationships within the brokerage community. Our personalized approach and deep industry knowledge help advisors find solutions tailored to their clients’ unique needs.
For us, it’s about more than providing products. It’s about helping advisors grow and succeed with confidence.
Experienced leadership. Advisor-first mindset.
EverVest is led by professionals who understand the insurance industry and believe strong relationships are the foundation of long-term success.
Matthew Holmbeck
Matthew has been at the forefront of the financial services industry since beginning his career as a consultant in 2003. Over the years, he has built a reputation for empowering advisors to reach new levels of growth and success.
As President of EverVest, Matthew combines deep industry insight with a commitment to innovation, meaningful partnerships, and helping advisors navigate today’s financial landscape with confidence.
Lisa Yearby
Lisa serves as Vice President of Operations for EverVest and has worked in the industry since 2013. With a strong background in operations management and extensive knowledge of the IMO landscape, she plays a pivotal role in streamlining processes, optimizing workflows, and ensuring the smooth execution of day-to-day operations.
Through her dedication to operational excellence, Lisa is committed to navigating complex challenges and delivering results that support the long-term success of EverVest and the advisors we serve.
Committed to Your Success
“You can’t go wrong bringing them your business. A+ work.”
Ready for a brokerage partner invested in your success?
Discover the service, expertise, and resources independent advisors receive when they partner with EverVest.