Evergreen RIA, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Evergreen RIA, LLC is an independent, single-advisor registered investment adviser that provides ongoing portfolio management and financial planning to individual and high-net-worth clients. The firm advises on mutual funds, ETFs, equities, fixed income, real estate funds and insurance products and documents each engagement with a written Investment Policy Statement.
The firm generally manages client accounts on a non-discretionary basis, obtaining client approval before effecting securities transactions and tailoring strategies to clients’ goals, tax situations, and risk tolerance. Its investment process uses a mix of charting, fundamental, quantitative and technical analysis and employs both long-term and short-term trading approaches.
Noteworthy features include an affiliation with the advisor’s insurance business, meaning insurance and annuity products may be recommended alongside advisory services with disclosed conflict-mitigation procedures and periodic reviews. The firm’s assets are reported as essentially all non-discretionary (approximately $12.8 million non-discretionary and $0 discretionary), it requires clients to use a specified custodian, and it does not aggregate trades for multiple client accounts.
Client services
Expertise
Fee options
Financial planning fees between $500 and $5,000
1.50% annually
Main office
Dorset VT
Advisors at this office
1
Most active in
Vermont
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)