Who we are
Success isn't measured in cash, it's measured in character. It's waking up every day with purpose, even when the odds are stacked against you. It's choosing to go against the grain, to do what’s right instead of what’s easy. It’s sacrificing comfort for conviction, and pushing forward not for applause, but for the people you love and the values you stand for. True greatness isn’t loud — it’s consistent, quiet, and relentless. And if you’ve been putting in the work, staying true, and showing up — then you deserve more than just recognition. You deserve results that reflect your effort, your integrity, and your grit.
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
-
Introduction
Meet your advisor, discuss financial goals and priorities! Here we will introduce you to our strategic concepts .
-
Discovery
You and your advisor will go over the details of your financials in order to formulate and design the strategy tailored to you.
-
Plan Integration
Your advisor will present your strategic plan(s), illustrate how the plan aligns with your goals, and break down implementation or integration.
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!