EVERGREEN WEALTH MANAGEMENT

Overview

Evergreen Wealth Management is a small, independent registered investment adviser that focuses on fee-based financial planning and discretionary portfolio management for individuals, families and small businesses, with some institutional work. The firm charges fixed fees and positions itself around managed, pooled vehicles rather than direct security selection. Its advisory scope includes financial planning, ongoing portfolio oversight and pension consulting-style services for employer plans or small plan sponsors. Evergreen is not an active ESG investor and does not market itself as a multi-state adviser or a third‑party capital allocator. Investment activity is concentrated in public pooled products—primarily mutual funds—which the firm appears to use as the backbone of client portfolios. The filing shows a strong tilt toward accessible, liquid funds rather than bespoke private placements or direct allocations to outside alternative managers. Custody relationships and the fixed-fee model point to a service-oriented practice that emphasizes ongoing planning and asset management over complex capital allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices