A Fiduciary is legally bound to put their client’s best interest first and ahead of their own. At Evergreen, this is one of our core principles – we are all fiduciaries for all of our clients all of the time.
A fiduciary’s responsibilities are both legal and ethical in scope. The bottom line, however, is that anyone who takes on a fiduciary role must act first and foremost with the needs of the client in mind.
We here at Evergreen Private Wealth are fiduciaries 100% of the time in every way. Because of our independence, our clients are our boss and our loyalty is to them.
Unlike some firms (Edward Jones, Northwestern Mutual, LPL, Wells Fargo, etc.), we don’t take commissions and we don’t take revenue from fund companies. Rather, we bill a transparent fee for accounts we manage, enabling us to take an unbiased approach to selecting the best investments to help you achieve your financial goals.
We do not physically hold any of our clients’ assets. These are held at arms-length with Fidelity.
