Everts Financial
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I'm excited and passionate about helping individuals and businesses meet their financial goals. My name is Steve Everts. (WFS) member FINRA/SIPC.
I began my financial services career in 1996 after working 7 years as a CPA for a regional public accounting firm. I became licensed so that I could assist clients in saving for retirement, protect what is important to them and help achieve their financial goals. Besides helping my clients to choose the right investments, my goal is to help clients develop a strong financial game plan through asset allocation, risk management and tax/cost savings. I have access to a range of options that help me serve the investment needs of my clients keeping their goals in the forefront. My mission is to provide clients with peace of mind, knowing they have a financial plan to keep them on track throughout their investment journey. My conviction is to build meaningful relationships based upon trust, integrity and superior client service. My desire is to have a greater impact on my faith, family and community. The ability to give back from the many blessings I have received motivates the work I do. Securities and investment advisory services offered through Woodbury Financial Services, Inc. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.
10/02/2026
As Cyber Security Awareness Month, now is the time to review your digital security measures to ensure your sensitive information is fully protected. Consider changing your passwords, using multi-factor authentication whenever possible, and updating your devices to the latest software.
09/30/2026
🍁 From crisp mornings to cozy sweaters and pumpkin-spiced everything, this is the perfect season to reflect on your financial strategy. Whether you're savoring the autumn air or tackling your Q4 goals, take a moment to enjoy all the little things that make fall feel so special. ✨
Let the fall vibes fuel your focus and inspiration! Feeling inspired already? Comment the word “Ready” to get connected today!
09/29/2026
September 29 is National Coffee Day! Why not celebrate this caffeine-infused holiday by trying something different than your usual cup ‘o joe? Perhaps buy a latte for a friend or co-worker, then you can both enjoy a boost. Comment on this post TODAY and I'll buy you a cup of coffee!
09/27/2026
It's that time of year ... Pumpkin spice is everywhere! Even if you're not usually a fan, you may find a new favorite recipe on this list.
Pumpkin Spice Season Is Back—And It’s Better Than Ever with These Recipes A loaf of quick bread should be at the top of your list! 🤤
09/26/2026
Johnny Appleseed Day – Sept. 26. Today we celebrate John Chapman (born in 1774 and nicknamed Johnny Appleseed). He roamed the Midwest, planting orchards, sharing seeds, and helping settlers on the frontier. Have an apple in his honor today!
09/20/2026
Think your house is ready for the winter months? Use this checklist to make sure so you can avoid costly surprises next spring.
Winter Checklist: 25 Things Every Homeowner Should Get Done Right Now You’ll definitely regret not checking these items off of your to-do list BEFORE winter arrives.
09/19/2026
Avast, me hearties... talk about a fun holiday – it’s Talk Like a Pirate Day! Shiver me timbers, conversation today could get interesting! Now where’s my stuffed parrot?
09/12/2026
Excited to tailgate? Here are the 15 must-haves, according to CNN. https://www.cnn.com/cnn-underscored/outdoors/best-tailgating-tips-essentials
09/11/2026
Reflecting on the anniversary of . In the face of darkness, we witnessed the light of unity and compassion. Let's honor the memories of those we lost by spreading kindness, fostering understanding, and building a better world together.
09/08/2026
Post-summer blues are the pits. Don’t book an expensive vacation to cope. Try sipping on one of these instead for a smooth segue to fall.
15 Fall Sangrias For Crisp Sips When The Temp Dips Just when you thought sangria season was over.
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2390 W Nordale Drive Unit B
Appleton, WI
54914
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