Who We Are

Evergreen Advisors is an independent advisory firm. We are fiduciaries. This means we are legally bound to put our clients’ best interest first at all times – a standard we’re proud to meet. We are fee-only advisors who are passionate about helping our clients achieve their financial goals. No brokers. No commissions. Just sound advice with your best interests at heart.

Our company roots go back to the early ’90s, when founder Jim Place first decided to serve financial planning clients independently. Over the years, our vision has developed into an advisory firm 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.

Meet our people:

Jim Place, CFP®, Founder

Michael O’Donnell, CFP®, CPA, Partner

Jayme O’Donnell, Chief Compliance Officer, Partner

Barbara Harris, Director of Client Services

Chloe Krueger, Director of Operations

What We Believe In

At Evergreen Advisors, we want to help our clients and co-workers realize their personal dreams and recognize the opportunities that await them. By doing so, we hope to enable them to live more meaningful lives and make a greater difference in the world.

Three values are especially important to us:

1. Client Focus. Clients are the center of our professional world. They hire and pay us, and they deserve our best. Whenever we talk to, meet with, or think about our clients, it is in the context of how we can better serve them.

2. Teamwork. The responsibility of the client relationship is not an individual effort; it is shared by all. We work in collaboration, striving to achieve success with every client we are fortunate enough to serve.

3. Respect. We recognize our clients’ and co-workers’ value as individuals, respect their family commitments, and understand their need to lead healthy lives.

How We Work with Clients

Evergreen Advisors was founded on a belief that every client has the right to be served with honesty, respect, and integrity. Once we begin a relationship with you, we try to develop a partnership of trust that will endure for the long term.

To begin with, we’ll provide the information you want. Whether face-to-face or on the phone, you can feel free to ask us questions, share your concerns, or explore alternative scenarios. We’ll get together with you regularly to discuss how your financial plan and portfolio are doing and any changes that may be needed. Meanwhile, you can review your holdings anytime through our online Client Center, protected by 256-bit AES encryption.

Unlike financial firms that seem happy to keep their clients in the dark about investing, we sift through articles, books, and blogs to bring you our best ideas with our daily radio show, Let’s Talk Money, and Recommended Reading. We believe educated clients make educated decisions.

Continue on to Our People