Welcome to Evergreen Management

Evergreen Management, LLC. is a full service financial planning firm, located in beautiful Chattanooga, TN. Evergreen offers a complete range of fee-based financial planning, investment advisory, tax, and executive services. With over 75 years of combined experience, our advisors have the knowledge and the insight to help you accomplish your financial objectives.

“Come for the Advice … Stay for the Experience.”

Our success is measured by our clients’ ability to achieve their goals. This requires discipline and a clear sense of direction. At Evergreen Management, LLC., we help individuals, business owners, professionals and corporate clients articulate their financial goals and customize solutions to achieve them.

Come for the Advice. Our senior advisors have more than sixty years of combined experience. They offer innovative, thorough planning that is goal-driven. Credentials of our advisors include CPA, CFP and advanced degrees in business and law.

Stay for the Experience. Today is truly the first day of the rest of your life. Evergreen Management wants to make this journey an experience filled with comfort, enjoyment and the satisfaction of knowing that your life’s goals have been achieved.


Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Savings Accumulation

Estimate the future value of your current savings.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

More Calculators →

Newsletters

You’ve Sold It: What’s Next?

If you are a business owner who is considering selling your enterprise soon, you may be able to reap even greater rewards by doing a little prep work now.

IPO Trends

Though experts are expecting 2007 to be another big year for initial public offerings, or IPOs, the U.S. IPO market may not be the same as in years past.

Should Your Portfolio Have a Conscience?

Socially responsible investing has been around at least since the 1960s, but it seems to be getting more attention lately.

For Income, Pick Up This Split

A split-annuity strategy can help you begin receiving an income stream that has the potential to last well into the future.

More Newsletters →