About the firm
Evergreen is a client-centric wealth management firm whose registered financial advisors work closely with clients to help maximize current assets and monitor future market and tax trends. The firm works as an ensemble, collaboratively creating, implementing, and managing solutions tailored to each client's financial goals. Evergreen is committed to complete transparency, a client-first philosophy, and using cost-effective, tax-efficient tools.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, responsible investing, risk assessment, insurance solutions, retirement planning, asset management, long-term planning, and business planning.
Who they serve
Advisors, individuals and families, entrepreneurs, and institutional clients.
Leadership
Office locations
Advisors at this firm
43 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.50% |
| Next $500,000 | 1.25% |
| Next $1,000,000 | 1.00% |
| Next $3,000,000 | 0.95% |
| Over $5,000,000 | 0.85% |
Data as of July 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kintra Wealth, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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