A complete list of active advisors currently associated with Evergreen Wealth

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

Evergreen Wealth serves a mix of individual and high-net-worth clients as well as retirement plans, charitable organizations, and business entities, offering portfolio management, integrated financial planning, and ERISA-covered retirement plan services. The firm charges asset-based advisory fees for portfolio management and provides both discretionary and non-discretionary management consistent with client objectives. Investment decisions are guided by fundamental analysis and tailored to client goals, with the firm able to recommend independent investment managers and to use tools such as options and alternative investments (e.g., REITs, private equity, MLPs) for suitable clients. Ongoing monitoring and periodic reporting are part of the standard engagement, and the firm documents investment policy statements and plan-level fiduciary duties for retirement clients. What distinguishes Evergreen Wealth from many peers is the mix of professional credentials and industry activities on staff: the Chief Compliance Officer is a licensed attorney (not practicing law outside the firm), several supervised persons hold CPA credentials, and multiple advisors are licensed insurance producers who may offer commission-based insurance products. The brochure also discloses specific practices such as recommending independent managers without receiving referral compensation and the use of options as hedging tools, signaling a broader set of capabilities and potential conflicts that clients should consider.

To learn more about the advisors currently working at Evergreen Wealth, 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.