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What We Do


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What We Do


What We Do

We help people feel more confident about the future.

Throughout history, humans have been trying to predict what the future holds. It can’t be done. The best anyone can hope for is to prepare as well as possible, then enjoy the good times and try to roll with the punches.

Evergreen Advisors has the experience and skill to help you become better prepared and feel more secure about the future. We’ll work closely with you to develop a long-term financial plan, along with strategies to manage the risks that no one can foresee.

If you’re looking for a financial advisor, you’ll want to understand and be comfortable with our approach to the planning process and our investment philosophy, as well as the way we earn our living. Please take a few minutes to review what we do – and get in touch with us if you’d like to know more.

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Our Planning Process


Our Planning Process


Our Planning Process

As your net worth grows and your financial situation becomes more complex, you may find it increasingly difficult to develop and manage a unified financial strategy. That’s where Evergreen Advisors can help.

Along with portfolio management, we provide ongoing strategic planning, implementation, and oversight that can better position you to reach your long-term financial objectives. Our disciplined approach to portfolio planning is a four-step process:

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Our Investment Philosophy


Our Investment Philosophy


Investment Philosophy

Some financial advisors have complex, highly technical investment philosophies. Ours is simple: we believe in developing broadly diversified portfolios at a prudent cost, without taking more risk than you can financially or emotionally tolerate.

That means we take the time to learn who you are and what makes you tick. Of course, we’ll ask about your savings, your income, and your obligations. We’ll also ask what you expect – and want – the future to hold. Do you plan to help pay for a child’s or grandchild’s wedding, first house, or college education? How many trips a year would you like to take when you’re retired? How soon will you need to replace your car?

Then, since most of the difference in portfolio performance results from where assets are invested, we’ll select an asset allocation strategy for you that carefully balances risk and reward. This strategy may be adjusted over time to adapt to economic or market conditions, while keeping in mind what you want to accomplish. Since your own situation may also change, we’ll get together with you regularly and update your plan as needed.

The better informed you are, the more value you can add to this process. That’s why we’ll help keep you posted on financial viewpoints, ideas, and updates through our Financial News You Can Use blog and Recommended Resources.

At Evergreen Advisors, you’re not just a client. You’re a partner in success.

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How We Charge


How We Charge


How We Charge

At Evergreen Advisors, there is never a charge for the initial consultation meeting and our fee structure is completely out in the open.  

Clients who use our portfolio management services do not pay a separate fee for financial planning.  If you are just interested in financial planning, this option is available for a fee which is based on the scope and frequency of the planning involved.  

The annual fee portfolio management services and financial planning will be charged as a percentage of assets under management, according to the following schedule:

Assets Under Management Annual Fee (%)

First $1,000,000   1.00%

Next $500,000    0.90%

Next $500,000    0.80%

Next $1,000,000  0.60%

Over $3,000,000 Negotiable

A minimum annual fee of $2,000 is required for this service. This minimum fee may be negotiable under certain circumstances. Evergreen will group certain related client accounts for the purposes of determining the annualized fee.

Clients will be invoiced or their account directly debited, as authorized, in advance at the beginning of each calendar quarter based upon the value of the client's account at the end of the previous quarter. Evergreen will not directly debit any client account without receiving written authorization from the client. 

In addition to the annual advisory fee, there is a $50.00 annual per account charge that covers separate account reporting through a third party data aggregation firm that will include client web portal access.

We constantly look for behind-the-scenes savings that will help us give you more for every dollar.  For example, our investment models contain a 70% to 80% reduction in internal expenses when compared to the typical fund investor.

If you would like to be contacted by our staff for an appointment,

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