Who We Are
“When family joins hands, purpose becomes legacy — we build for today and grow for tomorrow.”
Evergreen Wealth & Co.
At Evergreen Wealth & Co., we believe that financial freedom isn’t just about numbers — it’s about family, purpose, and peace of mind.
We’re a family-built business, founded by a close-knit team who share valuable missions — including our core purpose of helping families build lasting wealth and protect what matters most.
Our journey began with a simple but powerful vision — to create a legacy that grows and endures, like an evergreen tree. We’ve seen firsthand how financial stress can impact families, and we made it our mission to change that narrative. Through education, guidance, and personalized financial strategies, we help individuals and families take control of their money, protect their futures, and live with more freedom.
At Evergreen Wealth & Co., we believe that planning for your future or having a financial planner is not a luxury — it’s a necessity. Everyone deserves the tools, knowledge, and confidence to make sound financial decisions and build a legacy that lasts.
Because at Evergreen Wealth & Co., your legacy is our purpose.
Our Mission
At Evergreen Wealth & Co., we are committed to delivering elite financial planning tailored to withstand market challenges and designed to foster sustainable growth. Our mission is to empower individuals, families, and businesses with personalized strategies that protect their legacy and unlock lasting wealth for generations to come.
We’re with you every step of the way
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Introduction
Meet your advisor, discuss financial goals and priorities! Here we will introduce you to our strategic concepts .
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Discovery
You and your advisor will go over the details of your financials in order to formulate and design the strategy tailored to you.
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Plan Integration
Your advisor will present your strategic plan(s), illustrate how the plan aligns with your goals, and break down implementation or integration.
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Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!