Evergreen Wealth Advisors

Overview

Evergreen Wealth Advisors is an independent, individual-owned registered investment adviser operating as a limited liability company. The firm serves both individual and family clients as well as institutional clients and acts as a capital allocator, selecting third‑party managers in addition to managing portfolios directly. Its advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and the selection of other advisers. Fee arrangements combine a percentage of assets under management with hourly billing for certain services. Evergreen does not identify as an active ESG investor and is not designated as a multi‑state adviser in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices