Perrysburg, OH Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Evergreen Wealth Management, LLC
Team
Firm-wide stats for Evergreen Wealth Management, LLC
About
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.
Based on Evergreen Wealth Management, LLC
Location
27121 Oakmead Drive, Suite B
Perrysburg OH 43551
Advisors at this office
2
Advisors at this office
Andrew N
Series 65
Perrysburg, OH
Evergreen Wealth Management, LLC
Andrew Nutter is a Series 65 licensed financial advisor at Evergreen Wealth Management, LLC with 10 years of industry experience. He has been with Evergreen since 2016. Outside of his advisory role, he is the managing member and general partner of Evergreen Capital Funds, LLC, a private investment partnership focused on value investing. Evergreen Wealth Management provides discretionary portfolio management, pension consulting, and related advisory services to individuals, charitable organizations, corporations, and retirement plans. The firm uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory to guide investment decisions tailored to each client's risk tolerance and objectives.
Stephen H
Series 63, Series 65
Perrysburg, OH
Evergreen Wealth Management, LLC
Stephen Hanley is a financial advisor at Evergreen Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Evergreen since 2015, following five years at Camelot Portfolios, LLC. Evergreen Wealth Management offers discretionary portfolio management, pension consulting, and related advisory services to individuals, charitable organizations, corporations, and retirement plans. The firm uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory to guide investment decisions, providing client-specific Investment Policy Statements and regular account monitoring.
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