Michelle V. Everman

Michelle Everman is a Managing Director at Mercadien, where she works closely with business owners, providing expert guidance on various tax, estate and financial planning matters, such as planning for retirement and managing wealth, helping them to protect their assets and safeguard their legacy. Michelle has extensive experience assisting high net-worth individuals with complex tax, estate and other financial needs, serving as their trusted advisor as they plan for the future. Michelle takes the time to get to know her clients and their long-term goals, tailoring her approach to each client’s unique financial situation. Whether it’s offering guidance and support as they navigate major life decisions, or translating detailed financial data into clear, actionable insights, Michelle is there every step of the way. Michelle’s mission is to support her clients in achieving their goals, preserving their wealth and planning for a secure future. Her clients trust her deep understanding of their financial affairs and appreciate her proactive advice. Michelle’s approach is built on the belief that effective financial planning is not just about numbers but about understanding and supporting the people behind those numbers.