Our Approach

With a team small enough to build customized solutions and large enough to negotiate effectively on behalf of our clients, we leverage our scale to enhance opportunities across fixed income, private equity, and custodial relationships.  

As an independent Registered Investment Advisor (RIA)* since 1983, Evergreen has remained committed to always putting clients’ interests first. As fiduciaries under the Investment Advisers Act of 1940, we are held to a higher standard—providing objective advice, full transparency, and the clear disclosure or avoidance of conflicts of interest.

With leadership that prioritizes succession planning for both our clients and our own business, the firm is built to support and manage wealth across generations.