
Individuals and Families
If you’re an individual or a couple, and whether you have dependents to consider or not, Evergreen will help you develop a financial plan that’s right for you and your specific circumstances.
Whatever stage of life you’re in — from just starting out, to saving for college, to preparing to enjoy your hard-earned retirement — our team is ready to listen to what matters most to you and help you plan for and reach your goals.

Business Owners
Business owners have to weigh out big decisions. That could be everything from starting your business and evaluating how to achieve growth to living your life after you’ve sold or transferred ownership of your business and each step in between. Regardless of where you are on your timeline, Evergreen can help.
We’ve worked with many business owners and understand the challenges you face as well as how we can assist you in growing and protecting your business. We offer financial planning, business exit planning, risk management strategies, life and LTC insurance, and retirement planning, and we assist in the facilitation and implementation of deferred compensation plans for key employees and executives, security-backed personal lines of credit and 529 plans.

Institutions
As a Registered Investment Advisor, we know the fiduciary responsibilities that directors, trustees and boards have with the oversight of pensions, endowments, and foundations.
We start by seeking to understand the goals and objectives of your organization, which leads to the development of an investment policy that will serve as the investment guidelines for your advisor. A sound investment policy is one of the core elements needed for those who serve in a fiduciary role.