# Forever Financial Advisors

Forever Financial Advisors is a Venture Capital based in Fairport, United States.

## Overview

- **Organization type:** Venture Capital
- **Headquarters:** Fairport, United States
- **Region:** North America
- **Address:** Fairport, NY, United States
- **Assets under management:** Undisclosed
- **Website:** foreverfinancial.com

## Regulatory record

- **Reports private funds:** No

## About

Forever Financial Advisors, LLC, is a fee-only financial planning and investment management with offices in Rochester, Boston, and Keuka Lake. Serving clients nationwide.

## Sectors

- Financial Services

## Offices

- Boston, MA, United States
- Keuka Lake, NY, United States

## People

- Annie McQuilken — Founder and President

## Questions

### Who runs investment decisions at Forever Financial Advisors?

Annie McQuilken, founder and president, oversees all investment management and financial planning. She is a CFP and Certified Financial Therapist with over 20 years of experience, and the firm is registered with the SEC (per firm website).

### How is Forever Financial Advisors structured?

It is structured as a fee-only registered investment advisor (RIA) that does not accept commissions or any revenue from sources other than clients. The firm is a fiduciary and member of NAPFA (per firm website).

### Does Forever Financial Advisors manage client assets directly or use third-party platforms?

The firm provides direct investment management and oversight, ensuring portfolios align with client goals. The website does not specify custody partners or third-party platforms.

### What types of clients does Forever Financial Advisors serve?

The firm serves individuals and small business owners, with particular expertise in multi-generational planning, divorce planning, special-needs family members, executive compensation, and socially responsible investing (per firm website).

### Does Forever Financial Advisors invest in venture capital or private markets?

The firm's offerings focus on financial planning and investment management, with no disclosed involvement in venture capital, private equity, or direct alternatives (per firm website).

### What is Annie McQuilken's professional background?

McQuilken earned a BA from Swarthmore College, a master's in financial planning from Bentley University, and a graduate certificate in financial therapy from Kansas State University. She is a CFP and CFT-I, and a contributor to the NAPFA Advisor (per firm website).

## Related profiles

- [HEICO Investment Management](https://altss.com/profile/heico-investment-management)
- [Mercedes-Benz Group AG](https://altss.com/profile/mercedes-benz-group-ag)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/forever-ventures

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology