
Joel and Alex have more than 30 years of combined wealth management and financial planning experience. As cofounders of EverOak Wealth Co.—which has nearly $1 billion in assets under advisement—they help advance the financial health of their clients so they can boldly pursue their unique purpose. With their new book, Afterwork, Joel and Alex are on a mission to help those planning to retire better prepare for the non-financial side of life.