Evergreen Financial Group

Overview

Evergreen Financial Group is an independent, owner-operated RIA that builds portfolios around exchange-traded equities while layering in third‑party managers and packaged products where useful. The firm runs discretionary mandates for individuals and families, provides financial planning, and acts as a capital allocator — choosing outside managers and specialty vehicles when a client need calls for it. Fee arrangements include percentage of AUM, hourly work and fixed-fee engagements, which supports both ongoing portfolio management and project-based planning. Investment emphasis is equities-first: the firm’s registered assets show a clear tilt toward exchange-traded securities, implemented through separately managed accounts and liquid ETFs. Evergreen supplements that core equity exposure with traditional pooled products such as mutual funds, products like annuities when appropriate for income or guarantees, and allocations to alternatives — notably real estate and digital currency — via third‑party managers. The firm also provides portfolio selection services (selection of other advisers), indicating a willingness to co-manage or delegate niche allocations to outside specialists.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices