Kalispell, MT Office

Evergreen Wealth Partners LLC provides discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high‑net‑worth clients, trusts, estates, businesses, and retirement plans. The firm also offers standalone financial planning and may refer clients to unaffiliated independent managers for portions of a portfolio.

The firm follows a primarily fundamental, long‑term investment approach, constructing model portfolios that typically use ETFs, mutual funds, individual stocks, and bonds, with trading and rebalancing performed to address tax considerations, cash needs, or shifts in market conditions. Evergreen conducts ongoing monitoring and periodic formal reviews, and may implement strategies directly or through Independent Managers while accommodating client‑imposed investment restrictions.

A distinguishing feature is that Evergreen sponsors a wrap fee program that bundles securities transaction costs into its asset‑based advisory fee, a practice the firm highlights as potentially affecting trade activity and product selection and noting that its custodian does not charge transaction fees for certain ETFs and mutual funds. The firm also discloses an institutional platform relationship with its custodian, referral arrangements with third‑party managers, and that some advisory personnel hold insurance licenses, each presented as potential conflicts and addressed in its disclosure brochure.