Evergreen Wealth Management

Evergreen Wealth Management provides comprehensive wealth management services, including financial planning, investment management, retirement planning, and trust services. The investment portfolios are built from public equities, fixed income, and cash, with the option to include alternative investments when appropriate for a client's goals and risk profile.

The firm's leadership team is not publicly detailed on its website or in available public records. As of 2026, no named principals or executives appear in regulatory filings or press coverage. The firm is based in New York and operates as a registered investment advisor under SEC oversight.

As an independent, fee-only RIA, Evergreen Wealth Management avoids proprietary product conflicts that often exist at large wirehouse firms. The firm's fiduciary standard requires it to act in clients' best interests at all times. It uses third-party custodians to hold client assets, providing an additional layer of oversight and transparency.

No, Evergreen Wealth Management is an independent registered investment advisor and not affiliated with any bank, brokerage, or insurance company. This independence allows the firm to offer objective advice without being constrained by corporate product offerings or sales quotas.

Evergreen Wealth Management does not publicly disclose its total assets under management. As a privately held RIA, it is not required to report AUM in public filings beyond basic Form ADV disclosures. No external estimates from industry publications are available.