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®, Financial Advisor

Michael O’Donnell, CFP®, CPA, Financial Advisor

Jayme O’Donnell, Compliance Officer

Barbara Harris, Director of Client Services