Updated:
Evergreen Retirement Services
Established in 2016, Evergreen Retirement Services was founded to provide dedicated investment advisory and financial planning services to individuals.
Evergreen Retirement Services
Established in 2016, Evergreen Retirement Services was founded to provide dedicated investment advisory and financial planning services to individuals. The firm operates as an SEC-registered investment advisor, a structure that imposes fiduciary responsibilities distinct from broker-dealer models. Its formation in the post-financial-crisis period reflects a broader trend toward independent, fee-based planning for retirees and near-retirees in suburban markets. The firm's strategy centers on personalized portfolio construction and retirement income planning. It does not appear to pursue institutional, venture, or private-market allocations. As a local wealth manager in the Greater Cleveland area, Evergreen focuses on traditional liquid assets — equities, fixed income, and managed mutual funds — configured for capital preservation and income generation. The advisor's core clientele consists of individuals and households, a stark contrast to multi-family offices or institutions running direct co-investment programs. Evergreen Retirement Services operates from a single office in Mentor, Ohio. Team size and total assets under advisement have not been publicly disclosed, consistent with its small, locally oriented footprint. There is no evidence of affiliated philanthropic vehicles, multi-family-office conversions, or adjacent operating businesses. The firm communicates through its website and a YouTube channel featuring educational content on Social Security, 401(k) rollovers, and tax-efficient withdrawal strategies, underscoring its retail-retirement specialization rather than an institutional capital deployment posture. Structurally, Evergreen functions as a pure-play RIA without the brokerage, banking, or trust-company licenses that larger financial institutions leverage to cross-sell products. This independence allows it to avoid conflicts inherent in proprietary-product sales, though it limits the product shelf to third-party-managed assets and advice. For a local operator, the model represents a clean — if unscaled — separation from the wirehouse and bank-channel ecosystem that dominates retirement advice in the midwestern United States.
General information
Firm type
RIA
Year founded
2016
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Mentor
Corporate office
Mentor, OH, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Evergreen Retirement Services?
Public records do not name a specific chief investment officer or lead portfolio manager for Evergreen Retirement Services. As a small registered investment advisor, investment decisions are likely made by the firm's founding principals or a small investment committee. No Form ADV details are currently available in this research record to confirm exact decision-making authority.
Is Evergreen Retirement Services a single-family office or multi-family office?
Neither. Evergreen Retirement Services is a registered investment advisor (RIA) structured as a local wealth management practice, not a family office. It provides financial planning and portfolio management to individual clients rather than managing the consolidated capital of one or multiple wealthy families. The firm's regulatory registration is with the SEC or state authorities, not as a family office exempt from the Investment Advisers Act.
Does Evergreen Retirement Services invest in private equity, venture capital, or direct deals?
No evidence suggests participation in private equity, venture capital, or direct co-investments. The firm's public-facing materials and profile indicate a focus on traditional liquid securities, mutual funds, and retirement-income strategies for individual clients. Its positioning as a retirement-focused RIA in a suburban market does not align with the operational complexity required for illiquid alternative investments.
What geographic region does Evergreen Retirement Services serve?
Evergreen Retirement Services is headquartered in Mentor, Ohio, a suburb of Cleveland. Its client base is predominantly local, concentrated in the northeastern Ohio region. There is no indication of satellite offices, out-of-state licensing, or a national direct-to-consumer platform.
What is Evergreen Retirement Services' known posture on working alongside external financial advisors or institutions?
The firm operates as a direct-to-client RIA and does not publicly position itself as a sub-advisor, TAMP participant, or outsourced investment office for other advisors. Its structure and marketing suggest a one-to-one advisory relationship with individual end clients, not an intermediary or institutional-collaboration model.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on asset managers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: