Evergreen Wealth Services

Overview

Evergreen Wealth Services is a small, independent RIA organized as an LLC that focuses on individualized financial planning and portfolio management for individuals and small businesses. The firm leans into an equity-first approach: exchange-traded equities are its dominant exposure and the primary building block of client portfolios. Advisory activity centers on fee-based planning and portfolio oversight delivered via hourly and fixed-fee arrangements, together with educational workshops. Evergreen is not positioned as a multi-state or institutional pension consultant and does not identify as an active ESG investor. The firm’s client mix—few high-net-worth households rather than a broad retail base—suggests a high-touch, relationship-driven model. That orientation aligns with the use of separate managed accounts and tailored portfolio implementations rather than a one-size-fits-all product shelf. Evergreen also supplements liquid equity allocations with mutual funds and external alternative managers for real estate and private credit to add yield and diversification.

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Location & Offices