Your Team


It’s not every day you walk into the office of a financial planning firm in Williamsport, Pennsylvania, and find a team that’s approachable, local and capable. That’s because it’s not every day you walk into Evergreen and meet our team.

Clients in this area are often faced with the dilemma of having to choose between a local advisor who is friendly and available, but lacks sophisticated investment tools and products, with an advisor in a place like New York City who knows nothing about them beyond their balance sheet.

Evergreen intends to be the sweet spot that checks both boxes. We love our slice of Pennsylvanian paradise and want to provide you with peace of mind and the trust you need in a financial partner.