Evergreen Wealth Advisors

Overview

Evergreen Wealth Advisors operates as an independent registered investment adviser that began SEC registration in 2023. The firm is organized as a corporation and is owned by a combination of a domestic entity and an individual. It primarily serves individual and family clients as well as some institutional relationships, charging fees based on a percentage of assets under management. Advisory services center on financial planning and discretionary portfolio management for individuals and small businesses. The firm is not positioned as a capital allocator, does not self-identify as an active ESG investor, and does not operate as a multi-state adviser.

Assets & Accounts

Investments & Alternatives