“I’ve been helping investors pay less tax ever since I ran TurboTax 30 years ago. Let us build you a Dynamic Portfolio for a higher after-tax return than a comparable equity ETF or mutual fund.”
Bill Harris, Founder of Evergreen Wealth
Evergreen Wealth was founded by Bill Harris, former CEO of PayPal and Intuit and founder of Personal Capital, which grew to manage over $23 billion in client assets. Our leadership team brings decades of expertise in portfolio management, cybersecurity, cutting-edge technology, and financial services, and is committed to delivering top-tier member service.
We are a Registered Investment Adviser regulated by the SEC and held to a fiduciary standard that requires us to act in your best interest at all times.
Investment accounts are custodied with third-party broker-dealers, where securities are protected by SIPC coverage (up to $500,000, including $250,000 for cash). Please note, SIPC protection applies only in the event of a custodian failure and does not protect against declines in market value.Your information is safeguarded in a private data vault with biometric login and passkey-only access, supported by our team’s extensive experience in data protection and cybersecurity.
Our Dynamic Portfolio combines direct indexing, daily screening for tax-loss harvesting, smart rebalancing, and tax-savvy asset location, among others. Learn more about our Tax Strategies. By having systems designed to capture losses and gains every day, we cut tax drag so more of your money stays invested and grows for you instead of going to the IRS.
A Dynamic Portfolio is a personalized index of individual stocks tuned to your goals, risk tolerance, tax rate, and values. Unlike one-size-fits-all ETFs, mutual funds, or model portfolios, direct ownership lets us adjust exposures, reflect your values, manage concentration limits, and harvest losses. The result is a portfolio aligned to the market and designed for after-tax performance.
Yes, you get advice from a human advisor. Your dedicated financial advisor works alongside Evergreen Wealth’s AI-powered engine, which handles fast analysis and surfaces opportunities behind the scenes. Your advisor focuses on strategy, planning, and your bigger goals. Whether you prefer messaging, phone, or video, your advisor is available on your terms with purpose-built AI making interactions more informed and personalized.
Yes. As an SEC-registered investment adviser, Evergreen is held to the fiduciary standard. That means we are legally required to put your best interest first when giving investment advice. It includes a duty of care to give guidance that fits your goals and a duty of loyalty to avoid or clearly explain any conflicts. This standard is distinct from broker-dealers and financial professionals who are not required to follow the same rules.
We specialize in working with high-net-worth investors who have $1M in net worth or are on their way there and want more than just basic portfolio management. Evergreen Wealth is a great fit for people with complex financial lives like equity compensation, concentrated stock positions, real estate, or business ownership and for those living in high tax states who need smart strategies to reduce tax drag. You get personalized advice, transparent pricing, and a dedicated advisor who works to help improve after-tax performance, while providing clarity and confidence in your financial decisions.
Investment accounts are insured by the SIPC up to $500,000 per account holder.
Yes. Evergreen is a Registered Investment Advisor (RIA) regulated by the Securities and Exchange Commission (SEC). We have been registered since November of 2023 and our regulatory disclosure filings can be found on the SEC’s Investment Advisor Public Disclosure (IAPD) page here.
