Financial Planning for Claremont Business Owners

Your Business Runs on Strategy. Your Finances Should Too.

 

Organize Your Cash Flow

Separate Business & Personal Finances

Reduce Your Taxes

It’s Easy for Financial Planning to Sit on the Back Burner When You’re Running a Business

As a business owner, your energy goes into serving clients, supporting employees, and keeping operations running. But when you’re the one holding everything together, there’s little time left to focus on your own finances. You might:

  • Struggle to separate business and personal finances

  • Lack a clear retirement plan or exit strategy

  • Wonder if you’re saving enough or in the right places

  • Miss opportunities to reduce taxes

  • Face unpredictable income that makes long-term planning difficult

Our Claremont-based advisory team helps business owners like you bring clarity and structure to their financial lives. So instead of staying on the back burner, your finances can start moving toward the future you envision.

Give Your Finances a Clear Direction

Simplify the Complex

See how your entire financial picture connects, without having to manage every detail yourself.

Plan with a Business Owner’s Lens

Balance variable income, reduce taxes, and align business and personal finances.

Move Toward Financial Freedom

Take steps toward retirement, whether that means stepping away entirely or staying involved on your terms.

What Evermont Means for You

At Evermont Wealth, we help bring structure and strategy to the financial lives of business owners who don’t have the time to do it themselves. Our name reflects the idea of reaching your destination of financial independence. We partner with you to help:

  • Reduce your tax burden with strategic entity structures and deduction planning

  • Separate business and personal finances for clearer decision-making

  • Explore exit options, even if you’re not ready to sell yet

  • Leverage SEP IRAs, solo 401(k)s, and defined benefit plans to accelerate retirement savings

  • Manage irregular income and create more consistent cash flow

Fee-Only. Fiduciary. Business Owner-Focused.

  • Fee-Only & Fiduciary: Our advice puts your interests first. We don’t earn commissions or other compensation from third parties. We only get paid by you.

  • Deep Experience with Business Owner Planning: We work with Claremont-based business owners and service professionals to help manage variable income, reduce tax liability, and create strategic retirement plans.

  • CFP® Expertise on Your Team: Our advisors include CERTIFIED FINANCIAL PLANNER® professionals with deep knowledge of business exit planning, retirement plan structures, and integrated tax strategies.

  • Tailored to Your Schedule: As a busy business owner, your time is limited. We offer responsive, flexible guidance to help you stay on track without adding to your workload.

  • Local Advantage—Here When You Need Us: Unlike large firms that treat clients as numbers, we’re right here in Claremont—available for in-person meetings, responsive when questions come up, and invested in the success of our business community.

 Our Services Include:

Tax Optimization & Business Structuring

Cash Flow & Income Planning

Retirement Planning

Investment Management

Business Exit & Succession Planning

Insurance & Risk Analysis

Estate Planning

Charitable Giving Strategies

The Plan

  • Step 1

    Schedule a 30-minute phone call to explore your situation.

  • Step 2

    Meet virtually or in our Claremont office to walk through your options.

  • Step 3

    Sign the engagement to put your personalized plan into action.

Schedule a Call

Are We a Match?

You want a financial advisor who understands the challenges of running a business and the complexity that comes with it. We may be a good fit if you:

  • Are a Claremont business owner ready to turn financial complexity into a clear path to retirement

  • Want to reduce your tax burden and improve your long-term financial clarity

  • Value working with a fiduciary financial advisor who helps you stay in control of your finances so you can stay focused on running your business

 

Take the First Step—Schedule a Call!

You’ve worked hard to grow your business. Now let’s make sure your financial future gets the same level of strategy and focus. Schedule a complimentary call to start building a financial plan that helps support the future you envision.