Evergreen Wealth Advisors

Overview

Evergreen Wealth Advisors is an independent registered investment adviser that began SEC registration in 2023. The firm operates as a corporation with ownership tied to a domestic entity and individual ownership interests. Its client base includes both individuals and families as well as some institutional relationships. Primary services are financial planning and discretionary portfolio management for individuals and small businesses. Compensation is charged as a percentage of assets under management. Evergreen does not identify as an active ESG investor and is not structured as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives