Evergreen offers Financial Advisors a Turn-Key Solution for Investment Management

Evergreen gives you the time to focus on what matters most: 
Building Personal Relationships with your Clients


Firms can keep their own branding or re-brand as an Evergreen Advisor



Financial Planning

Many of the Advisors we serve have a financial planning deliverable already in place. When this is the case, we are happy to use the existing plan when establishing investment recommendations for a client. For Advisors that do not have an existing Financial Planning process, we offer full access to our financial plans.

Investment Management

The best way to maintain a long term focus is through clear risk / return / outcome identification.  By selecting the appropriate alignment from below and understanding the design you will be able to better focus on the long run.  We aim to help you align comfort levels with realistic expectations to achieve your desired outcomes.

Business Support

Are you looking for the following back office solutions?

- Compliance

- Trading

- Billing

- Processing with Custodian

Needing a Business Continuation Solution?