EverMark Investment Partners Launches $425M Asset Practice With LPL Strategic Wealth
Financial advisers Matthew Sweeney, CFP, John Folsom, and Tanner Carter, CFP, have launched a new independent practice, EverMark Investment Partners through affiliation with LPL Strategic Wealth, LPL Financial’s supported independence model. They reported serving approximately $425 million in advisory, brokerage, and retirement plan assets and join from RBC.
Based in San Diego, Folsom and Sweeney have worked together since 1996. Carter entered the financial industry in 2019 and completes the trio. Together with Nomah Cronk and Kristin Garnica, both senior investment associates, the team said it takes a collaborative approach to helping their clients work toward more secure financial futures.
“We are fortunate to have longevity and loyalty with our clients – in fact, nearly half of our clients are multigenerational,” Sweeney said. “When clients work with us, we offer them the experience of a long-tenured team, the discipline of active portfolio management and the perspective that comes from working with multiple generations over time. We value direct communication, mutual respect and clear thinking.”
With the move, EverMark Investment Partners becomes the 50th team to join LPL Strategic Wealth. Established in 2020, the model was designed to support the unique needs of established advisers in wirehouses and other firms seeking to launch independent practices.
LPL Strategic Wealth advisers have access to integrated service that includes simplified pricing, technology, and dedicated support to launch their practice. Then, after the transition is complete, firms receive ongoing operations support managed by their team of experienced professionals including a business strategist, marketing partner, chief financial officer, and administrative assistant. Advisers have one point of contact and priority access to advocacy and project management for complex business issues.
“LPL’s Strategic Wealth model is unlike anything else in the market today,” Folsom said. “It takes the best aspects of being [registered investment advisers] – owning our own business, our client relationships belonging to us, choice in technology and services, optimal succession solutions – and packages it with an outstanding process to help us set up our business for success from day one.”
Scott Posner, LPL managing director, business development, said, “We welcome the EverMark Investment Partners team and congratulate them on going independent with LPL Strategic Wealth and becoming the 50th team in the model. Just as Matt, John and Tanner take a personalized approach to helping their clients pursue their fiscal goals, LPL offers the strategic support and innovative resources advisers can use to deliver differentiated client experiences.
LPL has been a popular spot for former RBC financial advisers to land, as of late. Earlier this month, Christian Reuter, James “Scott” Robinson, and Michael Capeder launched Arv Private Wealth through affiliation with LPL Strategic Wealth. The team reported serving approximately $330 million in advisory, brokerage, and retirement plan assets. And last month, financial adviser Colin Beamish, CFP, joined LPL’s employee adviser channel, Linsco by LPL Financial, to launch Beamish Wealth Management of LPL Financial. He reported serving approximately $445 million in advisory, brokerage, and retirement plan assets while at City National Securities Inc., a subsidiary of RBC.
As of March 31, 2025, LPL supported more than 29,000 financial advisers that served approximately $1.8 trillion in total advisory and brokerage assets.
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