Who We Are

Evergreen Advisors is an independent, fee-only firm — which means we work directly for you, not for sales quotas or commissions. As fiduciaries, we’re committed by law and by principle to put your best interests first.

For more than 30 years, we’ve been a trusted partner for families and individuals who want clear, straightforward financial guidance. Our team combines decades of experience with a modern approach, so you get thoughtful planning, honest insight, and a relationship built on trust, not transactions.

Meet our people:

Jim Place, CFP®, Financial Advisor

Kyle Bryant, CPA, PFS, Partner

Jayme O’Donnell, Compliance Officer

Barbara Harris, Director of Client Services