Generosity Wealth Management
Annie Everhart

Partner | Financial Advisor

Wealth Manager

Live with clarity, plan with purpose.

Annie Everhart is a holistic financial advisor who combines strategic planning with a warm, practical approach to help clients achieve and maintain financial well-being. She specializes in working with busy, successful individuals and couples who want a reliable partner to manage the mental load of their financial decisions. Annie is passionate about helping clients gain clarity on their core values, then building a financial plan that aligns with those priorities, empowering them to make confident, purpose-driven financial choices.

Her expertise extends to pre-retirees and retirees, guiding them to maximize assets, create tax-efficient withdrawal strategies, and helping to ensure their money lasts for a comfortable retirement. Annie genuinely cares about each client and believes financial planning is essential for anyone looking to simplify and strengthen their financial life.

Check the background of this investment professional on FINRA’s BrokerCheck.

COMMUNITY

Living a Life Aligned with Her Values

Outside of work, Annie is a dedicated gravel cyclist, mountain biker, trail runner, and skier. She is a certified yoga teacher, and hosts events and retreats where she combines yoga, meditation, and her love for the outdoors with practical financial guidance for a balanced approach to well-being.

She believes that money should be a tool for creating a fulfilling life. For her, that means one rich with travel, adventure, fun, community, and meaningful connections. She leads discussions, workshops, and retreats designed to help people break free from limiting financial beliefs and take ownership of their future. Her mission is to create a world where financial success is not just about numbers—it’s about freedom, confidence, and the ability to live with purpose.

Generosity Group

Complete Financial Understanding

The Generosity Group unites the expertise of Generosity Wealth Management, Generosity Estate Planning, and Generosity Business Exit Planning under one mission: to empower individuals, families, and business owners to achieve clarity, confidence, and purpose in every aspect of their financial lives.

By integrating strategic financial planning, legacy protection, and business transition guidance, our collaborative teams provide a holistic approach tailored to your unique goals and values. With shared leadership, a dedicated support network, and a deep commitment to your success, the Generosity Group ensures every piece of your financial picture works seamlessly together.

We believe that true wealth is about more than numbers—it’s about living fully, creating meaningful impact, and building a legacy that reflects your values. Through trust, integrity, and compassionate service, we’re here to guide you through life’s complexities and help you focus on what matters most.

Together, we help you align your financial decisions with your vision for the future—because your journey deserves nothing less than a comprehensive, unified approach.

Put Your Wealth to Work for You

885 Arapahoe Ave.
Boulder, CO 80302
303-747-6455

Let’s test our compatibility, connect with us today for a complimentary phone consultation.

Check the background of this investment professional on FINRA’s BrokerCheck.