Profile Preview — Altss
Evergreen Advisors, LLC Overview
Type
Multi Family Office
Year Founded
2001
General Information
Evergreen Advisors, LLC is a multi-family office headquartered in Chattanooga. Founded in 2009, it manages and advises wealth generated from founder Jim Place’s long-standing fee-only financial planning practice and related media endeavors, serving multiple families with investment oversight, financial planning, and multigenerational strategies. Its multidisciplinary team offers investment management, estate planning, tax coordination, and philanthropic advisory solutions tailored to each family’s objectives.
Contact Information
Website:
https://evergreenadvisorsllc.com/
Year Founded:
2001
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Need institutional-grade insight on family offices?
Altss delivers:
- • Live OSINT deal alerts
- • Allocation history by asset class
- • Principals with verified direct contacts
Prefer a guided tour?
We’ll walk you through:
- • Interactive funding timelines
- • Custom mandate & allocation filters