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, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm also offers pension consulting and plan-level advice to plan sponsors in written engagements. The adviser delivers discretionary, client-tailored portfolios built around investment policy statements and model allocations, with a primary emphasis on exchange-traded funds while also using individual equities, fixed income, and other securities as appropriate. The firm discloses that it may employ options and other derivative instruments in managed accounts and uses periodic portfolio monitoring and reviews to align holdings with client objectives. Distinctive features compared with peers include a flat-fee billing model rather than charging a percentage of assets, explicit pension-consulting services for employer-sponsored plans, and acceptance of charitable organizations as clients. The firm also notes it generally will not vote proxies on clients’ behalf and may use derivatives in separately managed accounts, practices that are less common among similar independent advisers.
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 |
|---|---|---|
Boston, MA
| 19
|
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