About Us

Our Company

Established in 1983, Evergreen Gavekal is an independent registered investment advisor (RIA*). We serve high net-worth individuals, families and endowments, providing guidance and personalized wealth management plans for an empowered financial future and legacy.

Private Wealth Management

Plan. Invest. Build.

Family Office

High-Net-Worth Wealth Management

Alternative Investments

Innovative Alternative Investment Funds

Tax Planning and Preparation

Strategic Tax Planning & Preparation Services

Trustee Serices

Trusted Stewardship for Your Family’s Lasting Legacy

Our Team

Evergreen’s multigenerational team is committed to our clients and what they care about most.

That is why we have assembled a variety of financial professionals to ensure clients are equipped with the resources necessary to make informed decisions, regardless of which area of their financial life issues touch. Experience alongside determination means that our clients benefit from individualized solutions crafted by knowledgeable professionals.

Meet The Team

CFP®

CPA

CFA

MBA

CEPA

CRPC®

CAIA

LLM

Giving Back to the Community

For more than 40 years, Evergreen has been committed to giving back to the community. We’re proud to support a variety of foundations and organizations, including: