ADVISORS

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

 

ADVISOR SERVICES 

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?

INVEST with Evergreen

 (517) 655-2118
  • Facebook-Evergreen Wealth Management
Who We Serve
Individuals
Institutions
Employer Benefit Plans
Advisors

"The most important quality for an investor is temperament, not intellect. You need a temperament that neither derives great pleasure from being with the crowd or against the crowd." - Warren Buffet

Copyright © Evergreen Wealth Management, LLC. All rights reserved.

Williamston, Michigan & Perrysburg, Ohio