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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:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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