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

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

Evergreen Wealth Management provides ongoing portfolio management and financial planning to individuals and high-net-worth households, and also accepts pension and profit-sharing plans as well as charitable organization clients. The firm offers plan-level pension consulting to plan sponsors in addition to individualized investment management and financial planning. The firm generally constructs ETF-centered, long-term portfolios tailored to each client’s investment profile and may implement other securities, including fixed income and equities, as appropriate. Evergreen manages client accounts on a discretionary basis and discloses the use of options and other derivative instruments in certain separately managed accounts while requiring clients to custody accounts with a specified qualified custodian. Evergreen uses a flat, fee-for-service billing approach rather than a percentage-of-assets model, and operates on a fee-only basis, which the firm discloses can influence recommendations such as rollovers or consolidations. The brochure also notes that the firm does not vote proxies or act on class actions for clients, and it documents pension consulting engagements and rollover recommendations in writing.

To learn more about the advisors currently working at Evergreen Wealth Management, 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
Nick Stevens	Boston, MA	19

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