Evergreen Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$74,423,550
Clients
142
Advisors
3
of 18 employees
About
Evergreen Wealth Advisors provides discretionary investment management and financial planning to individual investors (including high‑net‑worth clients) and corporate clients, and it operates a free, public-facing AI platform (Evergreen.ai) that offers general education and personalized advice to Registered Users. The firm also facilitates charitable giving through donor‑advised funds and makes tax‑aware portfolio management available to Clients.
Investment portfolios are built using a Modern Portfolio Theory framework combined with tax‑optimization techniques such as tax‑loss harvesting, asset location, and gain deferral, and are generally diversified across equities, fixed income, and cash equivalents. Evergreen uses proprietary software and AI tools to generate advice and to support portfolio monitoring, while Evergreen.ai does not execute trades for Users and its outputs are subject to human review and ongoing auditing.
Distinctive aspects include that Evergreen sponsors its own wrap fee program — an uncommon arrangement among supported peers — under which a single management fee covers investment management and brokerage/transaction costs and participation is required for managed accounts. The firm is a recently formed, independently operated subsidiary supported by a parent company’s technology and administrative services, and it discloses and manages potential conflicts tied to its integrated AI product and its incentive to convert Users into fee‑paying Clients.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.39% annually (0.0325% monthly) $1,000,001 - $5,000,000: 0.29% annually (0.0242% monthly) $5,000,001+: 0.19% annually (0.0158% monthly)
Account minimum: $100,000 Fee-only: Annual wrap fee based on tiers: 0.39%, 0.29%, 0.19%
Main office
1 Glenwood Ave, Office 04 113
Raleigh NC 27603
Advisors at this office
3
Most active in
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Also doing business as
Evergreen Money Advisors · Evergreen Wealth Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Samantha M
Series 63, Series 65, Series 66
Raleigh, NC
Evergreen Wealth Advisors
Samantha Muncy is a financial advisor with Evergreen Wealth Advisors in Raleigh, NC, holding Series 63, Series 65, and Series 66 licenses and over 22 years of industry experience. She previously worked at Edward Jones for 18 years and held roles at Public Holdings, Inc. and its subsidiary Otis Wealth. Outside of advising, she serves as Head of Customer Experience at Public Holdings, focusing on enterprise-level duties. Evergreen Wealth Advisors provides discretionary investment management and financial planning to individual and corporate clients, incorporating Modern Portfolio Theory and tax-optimization strategies. The firm utilizes proprietary software and AI tools for advice and portfolio monitoring, and it offers a wrap fee program that includes both investment management and brokerage costs.
Joel A
Series 66
Raleigh, NC
Evergreen Wealth Advisors
Joel Anderson is a financial advisor at Evergreen Wealth Advisors in Raleigh, NC, with eight years of industry experience. He holds a Series 66 designation and previously worked at Values Added Financial, Ameriprise Financial Services, Wells Fargo Clearing, and served eight years in the United States Navy. Evergreen Wealth Advisors provides discretionary investment management and financial planning to individual and corporate clients, including high-net-worth individuals. The firm utilizes a Modern Portfolio Theory framework with tax-optimization techniques and incorporates proprietary software and AI tools for portfolio monitoring and advice delivery.
Jeremy H
Series 65
Raleigh, NC
Evergreen Wealth Advisors
Jeremy Hamann is a financial advisor at Evergreen Wealth Advisors with a Series 65 designation and one year of industry experience. His prior roles include positions at Blue Trust and CAPTRUST Financial Advisors, as well as work outside finance at Chick-fil-A and Black's Tire Service. He also has experience with The Wilds Christian Camp & Conference Center and Bob Jones University. Evergreen Wealth Advisors offers discretionary investment management and financial planning to individual and corporate clients, utilizing a Modern Portfolio Theory framework combined with tax-optimization techniques. The firm operates a public AI platform for educational purposes and manages client portfolios through proprietary software and AI tools.
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