How we can help

Financial Planning

We believe that financial planning is the cornerstone of your financial success.  Financial planning starts with your unique goals and objectives.  Evergreen Wealth Services helps you understand your overall financial situation, set attainable financial goals, create and monitor a financial plan, implement recommendations and reevaluate regularly.

Financial planning covers a broad range of topics such as retirement planning, tax strategies, employee benefits and compensation, real estate and financing, insurance review, education funding, charitable giving strategies and estate and legacy planning.  Our goal is to guide you in making wise financial decisions that will result in long-term positive benefits.

Investment Management

Evergreen Wealth Services will design and manage an individually tailored portfolio based on your personal investment objectives, risk tolerance and time horizon. We assess tax considerations and opportunities that are specific to you.  Your portfolio will be monitored and rebalanced, as needed.

Evergreen Wealth Services’ investment philosophy is based on academic research.  Our core beliefs include the markets are efficient, global diversification, and a long-term disciplined approach to investing.  These beliefs led us to develop an approach we can implement consistently and you can understand and stick with, especially in challenging market environments.

Service Options

We can work with you in one of the following ways:

Wealth Management

Wealth management services include both ongoing financial planning and investment management.  We find that this service provides the most value to clients who want an experienced Advisor working proactively on their behalf. We charge an annual flat fee, paid quarterly, for this service.  Our minimum fee is $1,250 per quarter.

Why Choose A Flat Fee Structure?

Evergreen Wealth Services utilizes an annual flat fee structure based on the complexity of your unique financial situation. Many advisors use an assets under management (AUM) model and charge based on the amount of assets managed. This means that under the AUM model, your fees may increase or decrease based on market fluctuations, investment performance and deposits and withdrawals. We believe that our flat fee structure accounts for the complexity or simplicity of your complete financial situation.

Hourly Financial Planning

For clients who don’t want or need ongoing services, we provide one-on-one consultation that is customized to your unique interests or needs. Our hourly fee is $250.

Retirement Planning

Estate & Legacy Planning

Education Planning

Investment Management

Charitable Giving

Employee Benefits

Tax Strategies

Insurance Review

Real Estate