A complete list of active advisors currently associated with Evergreen Private Wealth

Warmer can help you find a great advisor at Evergreen Private Wealth or one who fits your needs even better.

Evergreen Private Wealth serves individuals (including high-net-worth clients), charitable organizations, and business entities with discretionary portfolio management and comprehensive written financial planning. The firm provides ongoing investment supervisory services and household-level reporting that aggregates account information for clients and their spouses or partners, with an opt-out process that applies to the entire household. Evergreen’s investment approach combines tailored asset allocation and model-driven recommendations informed by fundamental, technical, and quantitative analysis. Portfolios are generally weighted toward marketable securities for long-term, multi-decade objectives and may include bonds, equities, ETFs, options, commodities, and the selective use of margin or other strategies; Evergreen implements client-approved investment policy statements on a discretionary basis. What distinguishes Evergreen from many peers is that it sponsors and acts as the portfolio manager for a wrap fee program and manages client accounts exclusively through that program rather than offering a separate non-wrap option, a structure that is uncommon among similar team firms. The firm also requires clients to use a specific institutional custodian (with a narrow exception for employer plan accounts) and pays third-party money managers and transaction costs from the wrap fee, which the firm discloses can create incentives that it addresses through fiduciary procedures.

To learn more about the advisors currently working at Evergreen Private Wealth, 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.