A complete list of active advisors currently associated with Evergreen Wealth Services
Warmer can help you find a great advisor at Evergreen Wealth Services or one who fits your needs even better.
Evergreen Wealth Services provides financial planning, investment management, and consulting to individuals, high‑net‑worth families, trusts, estates, and businesses, with a particular emphasis on clients experiencing challenging life transitions. Services are offered as combined wealth management engagements or as standalone hourly planning and consulting. The firm’s investment approach is grounded in modern portfolio theory and predominantly passive management, using globally diversified allocations implemented largely with low‑cost index mutual funds and ETFs and managed on a discretionary basis for accounts it directly oversees. Evergreen documents client objectives in an Investment Policy Statement, conducts regular (quarterly) portfolio reviews, and offers advisory guidance for held‑away retirement accounts while acknowledging those accounts cannot be traded directly by the firm. Noteworthy distinctions include a program of educational seminars and no‑cost one‑on‑one workshops for persons affected by loss or caregiving, provided through charitable and similar organizations, and a billing model based on a negotiated quarterly fixed fee rather than the more common percentage‑of‑AUM structure. The firm serves a small client roster with roughly $30 million in discretionary AUM, which shapes its bespoke fee-setting and service practices.
To learn more about the advisors currently working at Evergreen Wealth Services, 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 |
|---|---|---|
Mooresville, NC
| 16
|
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