Evergreen Advisors, LLC

Evergreen Advisors provides investment advisory and planning services to individuals (both non‑HNW and high‑net‑worth), pension and profit‑sharing plans, charitable organizations, and privately held businesses. The firm offers portfolio management, standalone and integrated financial planning, pension consulting (including IPS preparation and investment vehicle selection), and focused consulting engagements.

The firm implements client strategies through risk‑based asset allocation models (with variants for tax status and account size), fundamental analysis of securities and funds, and a primary long‑term purchase approach with periodic rebalancing and tactical adjustments for macro conditions. Financial plans and plan documents are prepared in writing and supported by third‑party tools for modeling and client reporting.

Distinctive aspects include managing over $520 million in client assets while operating with a small advisory staff of two advisors, a scale-to-staffing mix that is uncommon among peer team firms. The firm’s staff also engages in client education and public outreach—hosting a daily financial radio program and delivering participant education workshops for retirement plans—and an associated person services flat‑fee variable annuity subaccounts (with a firm policy prohibiting receipt of commissions); clients retain proxy‑voting responsibility rather than having the adviser vote proxies.