Evergreen Wealth Services provides financial planning and investment management services to individuals and families throughout all phases of life, with a focus on challenging life situations/transitions, such as the loss or incapacitation of a spouse, terminal illness or adult children taking responsibility for their parents’ finances. 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.