Equitable Advisors
35yrs
Top advisor by experience in Stone Mountain
9yrs
Philip Evers
Financial advisor at Strategic Advisers
Philip Evers is a fiduciary financial advisor in Stone Mountain, Georgia, with 9 years in the industry. After two years at Fidelity Personal and Workplace Advisors, Philip joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being paid through a percentage of assets and flat fees.
One of 13 advisors with offices in Stone Mountain, and one of 11 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?More experience than 58% of advisors in Stone Mountain
OfficeStone Mountain, GA
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2023 – 2025Fidelity Personal and Workplace AdvisorsPreviously
Questions to ask Philip
Tailored to Philip’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Philip
How do I contact Philip?
Call Strategic Advisers at (617) 563-7000 and ask for Philip Evers. Philip works from the Stone Mountain, GA office.
How long has Philip been a financial advisor?
Philip has been in the industry since 2017, about 9 years. More experience than 58% of advisors in Stone Mountain.
What licenses does Philip hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Philip a fiduciary?
Philip is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Philip paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Philip for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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