A complete list of active advisors currently associated with Evergreen Wealth Advisors, Inc.

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

Evergreen Wealth Advisors, Inc. is a fee-only registered investment adviser that provides discretionary investment management to individuals and high-net-worth clients and also serves corporate clients and company retirement plans, including pension and 401(k) arrangements. The firm also offers consulting and family office services, coordinating with other professional advisers and assisting with accounting/bookkeeping, tax compliance, estate administration and litigation support when requested. The firm’s investment process combines strategic and tactical asset allocation with economic trend analysis and asset-class/sector research, including the use of an outside specialist focused on leading economic indicators. Portfolios generally employ mutual funds, ETFs, index funds and, when appropriate, separately managed accounts or sub‑advisers, with ongoing monitoring and periodic tactical adjustments intended to manage risk and volatility. Compared with most solo independent advisers, Evergreen’s client mix notably includes corporations, pension/profit-sharing plans and other institutional relationships, and it discloses approximately $95.9 million in discretionary assets under management as of December 31, 2025. The firm operates as a single-advisor practice that coordinates broader advisory teams for clients, uses institutional custodial and platform services, and states it does not receive compensation from third-party advisers it recommends.

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