WHY EVERGREEN PRIVATE WEALTH?
Evergreen is not your typical investment firm. We are a full-service financial planning firm made up of family and friends who came together to create meaningful relationships and do the right thing for our clients every time. And at Evergreen, because the client is the boss, there is no external pressure or influence, just honest investing.
Our team of experts came together to form Evergreen to help meet the needs of investors through a wholly transparent and sensible approach based on honesty and communication. We welcome any question, any time, and pledge to always be forthcoming and have complete transparency.
OUR SERVICES


We help you determine what will bring the most meaning to you in retirement, then work with you to set a plan in place to make it happen! This plan includes determining cash flow needs and strategies to determine which accounts and assets to draw from and in which order to minimize what you pay in taxes, figuring out the best time and method of taking Social Security (including the Windfall Elimination Provision), evaluating options for Medicare, and maximizing your retirement saving and investment plans. We stress test your retirement plan to give us the best chance of success long-term.

Knowing that the best advisors double as behavioral finance coaches who deliver long-term perspective and strategy that mitigates return-destroying behavior, we work closely with you to help you avoid common investor mistakes. Our goal is to help you earn more and keep more over time, so that you can find a better path forward!
Annual DALBAR study of the 30-year average compound rate of return of the S&P 500 index and the average return realized by the average equity mutual fund investor updated through 2019.</span style>
We have processes in place that utilize both advanced data analytics as well as tried-and-true methods to find quality, long term stocks. We take a “top down” approach to finding these stocks. We first look at the overall market and determine which sectors of the economy we wish to invest in, then use our data and analytics to find what we feel are the most suitable companies in each of those sectors.
Each client’s portfolio allocations are matched up to their individual plan. There is no “one size fits all” – each client has a comprehensive plan that is used as the basis for their investment allocations.

We educate on and manage investment accounts with the most tax-efficient strategies. We provide ongoing tax analyses so that you can have confidence knowing various tax strategies available to you in your unique situation.

This often includes evaluating the proper types and levels of insurance. Having inadequate insurance can completely destroy your financial plan. At Evergreen, we do not sell insurance products to avoid conflicts of interest, so when additional insurance coverage is needed, we educate you on options and connect you to trusted partners to ensure you are covered.
What do you want to happen with your assets when you die? What plans do you have in place for dependents and who will take care of them? Whom do you want to take care of legal, financial, and family matters when you are incapacitated or have passed away? What type of medical care do you want to receive in circumstances when you are unable to express your wishes?
These are all important questions that we each need to answer and are part of a successful estate plan, no matter how much wealth a person has accumulated. And for those who don’t put a plan in place, the state will publicly make decisions on these financial questions as well as guardianship decisions for minor children, which may not be in accordance with your wishes.
We help you ask the questions necessary to put the correct estate plan in place, providing tools, resources, and trusted partners to ensure you have peace of mind that the people you love and the wishes you have are carried out when you become ill or pass away.

For employees, we help analyze your investment options to find the best investment choices for your situation.
For self-employed individuals without employees, we help set up a small-company retirement plan that maximizes retirement savings while minimizing taxes.

Healthcare tends to be one of the largest expenses for most retired individuals in the United States. Due to this, understanding Medicare is crucial for our clients who are nearing the age of 65. These clients are often bombarded with phone calls and mailings regarding all the different Medicare options available. It can be overwhelming to try and find the right Medicare plan that fits your needs, but we help by explaining the different options available and by being an objective partner to help educate our clients on those options.

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