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.