Broker Check

The Everest Group

303-626-2442

4582 South Ulster Street,
Suite 103
Denver, CO 80237

The Everest Group was originally formed under the name Caton Meyer Group in 2010 by Darren Meyer and Bill Caton, who were serving as independent financial advisors with Waddell & Reed. Our team recently expanded, adding advisor Michael McKinnis, Jr. to the team. The team at the Everest Group has over 44 years of combined experience in financial advisory services.

Given the complexities of the financial marketplace, we believe in taking organized steps toward a comprehensive financial solution. Our mission is to provide highly personalized, comprehensive wealth management services. We can implement strategic and tactical investment management strategies using a wide array of investment options, tax strategies, estate planning, insurance, and overall financial planning to help clients stay the course. Using state-of-the-art technology, our team of experienced, independent advisors work together to help ensure a comprehensive plan is in place to pursue your financial goals. We take the time to listen and understand our clients to personalize strategies for them. Our clients are individuals, families, and businesses located in over half the United States from Coast to Coast. We believe that working with experienced advisors can help to eliminate financial stress and allow you to focus on what is most important to you. 

Meet the Team

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?
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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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