A complete list of active advisors currently associated with Evergreen Wealth Management, LLC

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

Evergreen Wealth Management provides discretionary portfolio management, pension consulting, and related advisory services to individuals (including high-net-worth clients), charitable organizations, corporations, and retirement plans. The firm constructs an Investment Policy Statement for each client and offers ongoing monitoring and account reporting tied to those objectives. Investment decisions are guided by a mix of fundamental, quantitative, cyclical analysis and modern portfolio theory with a long-term trading orientation, and the firm documents risk tolerances and allocation in client-specific IPSs. Custody and trade execution are routed through a recommended custodian using a window trading system, and account reviews are conducted regularly by the firm’s compliance officer. A notable feature is that several of the firm’s representatives are licensed insurance agents and may offer commissionable insurance products to clients, a relationship the brochure discloses as a potential conflict of interest. The firm also accepts referrals from other advisers and may act as a third-party manager for referred clients (retaining a portion of the management fee), and it does not impose a firm account minimum.

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