Evergreen Advisors

Evergreen Advisors

Evergreen Advisors was established in 2001 by Jim Place after he built a fee-only financial planning business and a related radio program. Place remains the central figure, with family members and partners handling compliance and client work. The firm serves multiple families through coordinated investment, estate, and tax services rather than a single-family mandate. The portfolio mixes public equity ETFs with selected private growth and buyout exposure. Confirmed holdings include large positions in Schwab U.S. Broad Market ETF and Schwab International Equity ETF as of 2025 filings. Private activity includes development capital to GoodStorage in 2020 and 2022 plus the 2024 acquisition of GuardeAqui alongside co-investors. Geographic reach centers on North America with activity in the United States and Brazil through the storage platform. Assets under management stand at $465 million. The team includes four named principals and maintains a single headquarters in Tennessee. Service providers include Charles Schwab for custody since 2009 and Right Capital for planning software. No new operational events appear in the last 24 months. The firm’s architecture ties directly to Place’s original planning and media practice, creating an integrated mandate that combines discretionary investment management with multigenerational advisory without external fund vehicles or broad LP commitments.