A complete list of active advisors currently associated with Evergreen Wealth Advisors
Warmer can help you find a great advisor at Evergreen Wealth Advisors or one who fits your needs even better.
Evergreen Wealth Advisors provides discretionary investment management and financial planning to individuals, high-net-worth individuals, and corporations. Like many team firms, it manages customized portfolios on a percentage-of-AUM basis and offers access to charitable giving via donor-advised funds sponsored by unaffiliated third parties. The firm builds broadly diversified portfolios grounded in Modern Portfolio Theory and emphasizes tax-aware strategies, including tax-loss harvesting, asset location, and gain deferral tailored to each client’s circumstances. Evergreen assesses client objectives through a suitability and risk-tolerance questionnaire, delivers services via proprietary software and digital channels, and performs ongoing monitoring with discretionary rebalancing. A distinctive feature of Evergreen is its required wrap fee program, which bundles investment management with brokerage and transaction costs for all clients rather than offering separate advisory and brokerage arrangements. Evergreen is also affiliated with a parent company that provides an AI tool (Evergreen.ai) and issues equity option grants to certain personnel; the firm discloses these relationships and addresses potential conflicts through its Code of Ethics and supervisory controls.
To learn more about the advisors currently working at Evergreen Wealth Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Raleigh, NC
| 8
| |
Raleigh, NC
| 22
| |
Plano, TX
| 15
|
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