EVERGREEN WEALTH ADVISORS, INC.

Overview

Evergreen Wealth Advisors, Inc. is a small, privately owned advisory firm that manages investment portfolios for individuals, families and small businesses. The firm operates primarily as a discretionary portfolio manager and offers selection-of-other-advisers services, indicating it can allocate client assets to outside managers or sub-advisors when appropriate. Its billing mixes a percentage-of-assets model with hourly charges for planning or consultative work. Investment activity centers on public funds and mutual funds as the core building blocks of client portfolios. The firm is not positioned as an ESG-focused manager and is not reported to operate across multiple states as a multi-state adviser. With a concentrated asset base, Evergreen appears to run relatively compact, managed relationships rather than a broad retail platform.

Assets & Accounts

Investments & Alternatives

Location & Offices