We are commission-free wealth advisors who do our best work with those who have a “Triple A” status of the right Attitude, Assets, and believe in our Allocation Philosophy.

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Attitude

We enjoy working with clients who have a positive attitude and allow us to act in their best interest by delegating to us to make the best decisions on their behalf. These clients also believe in our long-term investment strategy and trust us to be their family Chief Financial Officer (CFO) to manage all investable assets.

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Assets

We are not everything to everybody. We try to be everything to those whose circumstance matches the expertise we offer. We want to make sure that each client feels like they are our top client. Typically, new clients need to have $1 million in investable assets; however, there are exceptions such as income, profession, timeframe to invest, etc.

Allocation

We believe that stocks are less risky than bonds and have the best potential to outpace inflation over the long term. We have found it is crucial to any good relationship to have expectations of what is expected; otherwise, two people get in a boat and start rowing in separate directions. With Evergreen’s leadership and being clear on our investment philosophy, we are laser-focused with our clients and are able to help them get from point A to point B.

To provide our clients exceptional service at a level that far exceeds industry standards, we only work with those who align best with our Triple A status and expertise. Therefore, at the conclusion of every introduction meeting with prospective clients, we provide 3 options to ensure that everyone we meet with leaves in a better position than they started:

  • Explore working with our team. No decisions are made in the introduction meeting. We will meet as a team to determine if you’d be a good fit for us and we ask that you likewise think about if we would be a good fit for you.
  • If working with us is not a fit for any reason and you would still like professional financial planning help, we connect you with trusted colleagues who share a similar investment philosophy.
  • If working with us is not a fit for any reason and you want to manage your finances on your own, we offer a complimentary 60-minute financial planning consultation to point you in the right direction.

Evergreen’s Fit Process

We have a simple 3-step process to determine if we are a fit for you and you are a fit for us.

10-Minute Initial Call

During this 10-minute phone call, we will discuss what your needs are to find out if they match what we do best.

Introduction Meeting

During this one-hour meeting, we will introduce ourselves, learn more about you, your goals, what you are looking for, and what your definition of success looks like. You will learn more about our firm, our expertise, and what we can do for you.

Are We a Fit For You?

After you’ve had a chance to think about the help we can offer you, we’ll determine together if our services are a good fit for your needs and if you would be a good fit for our team.