Integrity & Excellence: Evergreen Wealth Advisors

At Evergreen Wealth Advisors, we’re passionate about helping individuals and families with unique and advanced planning needs, especially affluent retirees and pre-retirees, nurses, and educators, grow and protect what they’ve worked so hard to build. We enjoy working with clients seeking the guidance of professionals who will take care of their wealth so they can focus on what truly matters—making memories with those closest to them. Our caring, knowledgeable team is dedicated to providing you with custom wealth management solutions that simplify even the most complex financial decisions.

Let Us Guide You

Are We a Good Fit?

As former educators ourselves, we’re committed to working with clients who value strong personal relationships, continuous learning, and a comprehensive approach to managing their wealth. Every financial journey is one of a kind, and we tailor our guidance to meet your individual needs. We specialize in helping:

High-Earning Professionals

If you have a minimum of $500K in investable assets, you've invested considerable effort into building your wealth—now it’s time you worked with a professional to distribute that wealth. Our integrated wealth plans are designed to align your assets with your long-term goals. We provide personalized advice that considers both market opportunities and potential risks you face as a high earner, ensuring your financial plan is robust, dynamic, and built for the future.

Our targeted wealth management services include:

Tax-Sensitive Investing: Optimize your portfolio to minimize taxes and enhance after-tax returns.
Customized Portfolio Diversification: Create a balanced mix of assets that reduces risk and capitalizes on market opportunities.
Alternative Investments & Risk Management: Explore innovative investment opportunities and help safeguard your wealth against market volatility.

Nurses, Healthcare Professionals, and Professionals Who Serve

You dedicated your career to caring for others, and we’re here to care for your financial well-being. We understand the singular challenges you face in your line of work—from demanding schedules and complicated benefits to managing student debt. Our focused services are crafted to help you overcome these obstacles, secure your professional legacy, and build a sound financial future that truly reflects your commitment to service.

Our solutions for healthcare professionals include:

Benefits & Compensation Optimization: Navigate intricate benefits packages and maximize employer-sponsored programs to help ensure you’re fully leveraging all available perks.
Debt & Student Loan Management: Implement targeted approaches to manage and reduce student debt, freeing up resources for future investments.
Tax-Efficient Investment Tactics: Benefit from bespoke investment plans designed to minimize tax liabilities and maximize your after-tax returns.

Teachers, Educators, and Lifelong Learners

We offer clear, accessible guidance and educational resources to help you navigate the complexities of wealth management. By empowering you with knowledge and wealth management techniques adapted to your specifications, we help ensure that your financial plan not only meets your personal needs but also supports your ongoing professional development.

Our initiatives for educators include:

Customized Retirement Solutions: Utilize The Bucket Plan® to design a retirement model that aligns with your career timeline and benefits structure, ensuring you enjoy a secure future.
Adapted Investment Portfolios: Build a balanced mix of investments designed specifically for educators that takes your risk tolerance and distinctive salary structure into account.
Tax Optimization for Educators: Discover opportunities to maximize tax advantages through educator-specific plans and contributions to retirement accounts like 403(b) or Teachers Insurance and Annuity Association (TIAA), helping you retain more of your hard-earned income.

Wealth Management with Heart—From Our Family to Yours

Regardless of your occupation or background, your financial needs are as individual as you are. If you prefer a hands-on team who takes the time to explain every detail, you’ll appreciate our personalized, one-on-one service and holistic approach that prioritizes financial planning, tax management, asset management, legacy planning, and protection planning. Take an important first step toward discovering your wealth potential and living a more fulfilled life by leaving the planning to us—reach out to Evergreen Wealth Advisors today.