EverSource Wealth Advisors expands reach, Ben Fox launches Rockwall office

EverSource has operated in Texas since 2021, with the EverSource Dallas office in McKinney led by veteran advisor Micky Reeves.

As a Certified Kingdom Advisor (CKA®), Fox seeks to help clients become wise financial stewards through comprehensive financial planning and wealth management. In his practice, he emphasizes financial life planning, faith-based investing, and generosity.

Sandhu, a Fiduciary Financial Advisor and Chartered Retirement Planning Counselor™ (CRPC®), specializes in helping aerospace professionals plan for retirement and steward their wealth wisely.

Likewise, EverSource was created to offer a distinctive culture and business model for advisors. A Birmingham-based RIA, EverSource moves advisors and their clients to planning and investing with values-based impact. Advisors affiliated with EverSource are part of a like-minded community and have access to a broad range of institutional-quality investments, including faith-aligned public and private assets.

Fox, having spent nearly two decades with a leading firm in the financial planning industry, successfully built a financial services practice while also helping to lead a national study group for Kingdom Advisors. He says his move to EverSource is an opportunity to serve his clients in applying their faith to their financial plans.

Fox holds a bachelor’s degree and a certification in financial planning from Texas A&M University. He and his wife, Meredith, serve as marriage mentors in their church. They are also actively engaged as volunteers with their local middle school, operating a fathering program that is getting more dads involved at the middle school level.

Sandhu, with a bachelor’s degree in engineering from the University of Washington, began a career in financial planning after more than 10 years as a rocket scientist. When his father passed away unexpectedly, he walked his mom through the tough financial conversations, which sparked a passion to help others.

Through EverSource, Sandhu says he is equipped to help individuals and families achieve peace of mind and align their values with their money. Working both in-person and virtually, he serves clients locally and across the country.

Ed Hart, EverSource director of marketing and business development, says, “We’re excited to see the growth happening in the greater Dallas-Ft. Worth market with the addition of Ben and David. Their respective passions for values-based investing and financial life planning align perfectly with our firm and will complement our McKinney team.”

About EverSource Wealth Advisors

Launched in 2017, EverSource now manages $2.8B in total assets for advisors across the United States serving high-net-worth and institutional clients. EverSource provides advisors with regulatory compliance, proprietary technology, and investment oversight, with leading national firms serving as custodians for client assets.

Submitted press release, EverSource Wealth Advisors, https://www.eversourcewealthadvisors.com/newsroom/texas, edited for publication in Blue Ribbon News. Photo submitted by Tara Miller.