Evergreen Advisors is a fee-only Registered Investment Advisor. This means, first of all, that we are legally bound to put our clients’ best interest ahead of our own – a standard we’re proud to meet.  It also means that our financial success is tied to our clients’ success. Since we are compensated based on the value of your assets, we recommend what’s best for you – not what pays a high commission or will run up trading costs. 

Currently, Evergreen Advisors manages about $120 million in assets for clients in more than a dozen states. Our company roots go back to the early ’80s, when founder Jim Place first decided to serve financial planning clients independently. Over the years, Jim’s vision has developed into an advisory firm widely known for its time-tested experience and twenty-first century expertise. We’re big thinkers, yet small enough to remain fiercely committed to what’s best for our clients.