A complete list of active advisors currently associated with Ever Green Wealth Management, LLC
Warmer can help you find a great advisor at Ever Green Wealth Management, LLC or one who fits your needs even better.
Ever Green Wealth Management is an SEC‑registered independent investment adviser that provides discretionary wealth management and financial planning to individuals, high‑net‑worth clients, trusts, estates and retirement plans. The firm constructs customized portfolios or places clients into model portfolios composed primarily of low‑cost mutual funds and ETFs and may also use individual stocks, bonds or corporate debt securities as appropriate. The adviser’s investment approach combines fundamental, technical, cyclical and charting analysis and is primarily long‑term focused while allowing shorter‑term trades for rebalancing or to meet client needs. Portfolios are tailored to each client’s risk profile, time horizon, income needs and tax situation, are monitored on a continuous basis with formal reviews at least annually, and clients may impose reasonable investment restrictions that the firm will consider. The brochure reports approximately $80.26 million in discretionary assets under management across 363 client relationships, producing an unusually high client load relative to most peers in this category. Ever Green discloses its use of the Schwab Institutional custody platform and related institutional services and technology to support trading, reporting and back‑office functions, and notes it does not accept custody of client assets except for authorized fee deductions.
To learn more about the advisors currently working at Ever Green Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Victor, NY
| 17
|
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