Investment Management

Finding what's right for you

The financial world can feel overwhelming with its seemingly endless array of options.  We're here to help you narrow it down.


Whether it's determining what type of account to open, or building you a portfolio that balances your personal risk-tolerance with potential returns, our goal is to find what fits your situation.

And, with our strict screening process when selecting funds, you've got our expertise on your side.


To help ensure our clients are each given the dedicated attention they deserve, we require the following when accepting new clients:

Retirement Accounts: $100,000+

Non-Retirement Accounts: $50,000+

Annuities: $100,000+


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Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory Services offered through Securities America Advisors. Fevergeon Financial and Securities America are separate entities.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.