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Our Approach and Process

Evergreen is an independent firm handling the comprehensive wealth management needs of families here in Nashville and across the country. What does that mean for you? It means we can help you wherever you are in your life, whatever your financial needs may be. It means we have the flexibility and freedom to help you establish and implement a financial plan without any bias or hidden agenda. And it means that we will look at the entire picture when it comes to handling the financial future of you and your family.

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Fiduciary

Fiduciary
 

First and foremost, we are fiduciaries.   A fiduciary advisor is a financial advisor who has an obligation to make financial decisions and recommendations that are in their client's best interest. We sell no product; we receive no commissions. We offer comprehensive advisement to high and ultra-high-net-worth entrepreneurs, families, and institutions across the country.  To learn more about being a fiduciary, click here

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Disciplined and Purposeful
Wealth Management

Disciplined and Purposeful Wealth Management
 

Evergreen is an innovator of personalized planning and investment solutions to meet our client's unique needs. At Evergreen Wealth Management, we create your comprehensive wealth plan through innovative planning techniques to provide perspective, opportunity, and fulfillment in every area of your life.  Our disciplined, long-term approach has the flexibility to adapt to your circumstances as they change. It is, in essence, a wealth roadmap to help you reach your financial goals. It’s your money and your life, we provide the guidance and financial platform to help you get the most out of both.

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The Evergreen Philosophy 

The Evergreen Philosophy 
 

We believe your unique goals should be at the center of all your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow, and your long-term future. Our philosophy celebrates collaboration.  Working with a team of professionals, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and the current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion, and perspectives can help you simplify your life

Our Process
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