A Confident Financial Future Begins Here

We Are An Independent, Fee-Only Firm

Evergreen Wealth Services provides financial planning and investment management services to individuals and families throughout all phases of life.  Whether you’ve had to take control of the finances for yourself or a loved one, want to know if you’re on target to retire, or want financial advice during retirement, let us help you plan for your financial future.

As an independent, fee-only firm, we do not receive commissions or other incentives.  We act in your best interests as your fiduciary advisor and our only loyalty is to you.

Evergreen Wealth Services is based in Mooresville, North Carolina. We serve clients in the Lake Norman, Charlotte and surrounding areas. We also work with clients virtually across the country.

What We Do At Evergreen Wealth Services

Retirement Planning

Estate & Legacy Planning

Education Planning

Investment Management

Charitable Giving

Employee Benefits

Tax Strategies

Insurance Review

Real Estate

We serve clients in the Lake Norman, Charlotte and surrounding areas. We also work with clients virtually across the country.

Phone: (704) 799-5435
Email: info@EvergreenWealthServices.com

Mailing Address:
516 D River Highway, #280
Mooresville, NC 28117

Start Planning Your Financial Future Here