Products and Services

At Evergreen Wealth Advisors, we offer a long list of services and investment vehicles to meet the needs of our clients.

For the individual investor:

  • Financial Planning
  • Estate Planning Assistance
  • Tax Planning Assistance
  • Investment Management
    • Mutual Funds
    • Separately Managed Accounts
    • Exchange Traded Funds
    • Individual Stocks
    • Corporate, Municipal, and Government Bonds
    • Certificates of Deposit

For small Businesses:

  • SIMPLE IRAs (Savings Incentive Match PLan for Employees)
  • SEP IRAs (Simplified Employee Pension)
  • 401-(k)s
  • Solo 401-(k)s
  • Pension and Profit Sharing Plans


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