Craig began his investment career in 1994 and spent the next 12 years representing some of the world's most reputable investment managers. He served as a Vice President of...
Welcome to the Evergreen Wealth Advisors
Evergreen Wealth Advisors is a Colorado Registered Investment Advisor (RIA) located in beautiful Durango, Colorado. Evergreen was founded in 2012 by Craig Arnwine. After a 12-year career working for some of the country’s most prominent investment management firms, it was imperative that the firm be grounded on the following core principles:
Intergrity Evergreen Wealth Advisors is a fiduciary wealth management firm offering fee-only investment advisory and financial planning services. As a fiduciary, our client solutions are transparent, objective, and unbiased, always putting the client's interests before our own.
Independence As an independently owned Registered Investment Advisor (RIA), we are not beholden to proprietary relationships or "strategic" partnerships with money managers. This independence allows us to execute multiple roles for every client; financial advisor, investment strategist, financial consultant, and financial concierge.
Discipline We exercise discipline in every aspect of our wealth planning process. Investing management and financial planning are the cornerstones to a successful long-term wealth plan. These plans are customized for the client, as everyone has a unique set of aspirations, experiences, and tolerances. Once established, the plans are continually monitored, making adjustments as circumstances warrant.
Founder & President
A native of Omaha, Kelly is a self avowed sports nut and has spent over 25 years in collegiate and professional athletic administration. He has served as Athletic Director, or as...