Always-On Expertise.
Built Around You.

We deliver tailored advice based on your complete financial picture on your schedule and delivered in your app or with your advisor.
Talk to an Advisor
Northern lights above mountains with tent and couple symbolizing financial guidance and discovery

The New Standard for Financial Advice

Responsive Advice, Tailored to Each Moment

Our advisor team and AI analytics provide personalized advice 24/7, adapting to your life.

Wealth
Advisors

Fiduciary advisors understand your finances and offer professional guidance.

Evergreen
Intelligence

Our AI advice engine combines your information with a financial knowledgebase.

Actionable
Insights

Tax opportunities, retirement readiness, equity compensation and more.

360°
Financial View

Your complete financial picture assembled in one secure place.

Advisors Who Know You

Your advisor doesn’t just know your portfolio, they know you. Milestones, conversations, and your goals inform the guidance you receive, so advice evolves as your life does.

What Sets Us Apart

Advisors + AI Working Together

The union of fiduciary expertise and intelligent systems gives you more comprehensive guidance and better context for your decisions.

Personalized Partnership

A personal relationship with your wealth advisor that is built around your individual financial needs and requirements.

Guidance for Strategic Decisions

From investment recommendations to major life events to retirement planning, your advisor is there to provide perspective and peace of mind.

Clarity Amidst Complexity

Bring your complete financial life into a clear and connected view.
And when it’s time for deeper guidance, your advisor will be there to support you.
Your Accounts

A Unified View of Your Wealth

See all your Evergreen Wealth accounts and linked external accounts in one place to monitor holdings, transactions,  and asset allocation.
Smartphone showing the Your Money section of the Evergreen Wealth app, a unified financial view of wealth accounts
Smartphone displaying the insights section of the Evergreen Wealth app, guidance tailored to you
Financial Insights

Smart Guidance, Tailored to You

Access insights that reflect your financial picture. From retirement readiness to tax moves, you’ll receive personalized updates that help you act with clarity, not guesswork.
  • In-depth portfolio analysis with diversification and allocation insights
  • Retirement readiness analysis aligned to your timeline and goals
  • Equity compensation strategies for RSUs, ISOs, NSOs, and more
Evergreen Intelligence

On-Demand Answers

Ask a question in the app directly and get instant answers. No canned advice. Evergreen Intelligence delivers thoughtful, secure responses informed by real data and your financial profile.
Try the Evergreen App
Smartphone showing the Evergreen Intelligence section of the Evergreen Wealth app which give you the ability to ask a financial question and get a personalized answer
Explore the Evergreen App
For illustrative purposes only. The application image shown here are based on fictional client data and do not represent actual accounts, performance, or results. This example is provided to demonstrate platform features and should not be relied upon as investment, tax, or legal advice.

Smart Guidance, Tailored to You

Access insights that reflect your financial picture. From retirement readiness to tax moves, you’ll receive personalized updates that help you act with clarity, not guesswork.

We don't just talk about security.
We’re built on it.

Biometric Authentication

Say goodbye to passwords. Your access is secured by biometrics and cryptographic passkeys that can’t be guessed, stolen, or reused.

Private
Data Vault

Your data is stored within a secure environment, protected from leakage to the Internet or use by AI companies for training their models.

Rigorous
Engineering

Our systems undergo independent security assessments, including penetration testing and vulnerability scans, to help ensure they remain resilient and protective of your data.

Ready for advice that understands you?

Fiduciary guidance built around you with the clarity of human insight and the power of AI.
Call +1 (888) 884-0557
Schedule appointment 
A free financial consultation
Talk to an Advisor
Mountain landscape emphasizing stability and security

You’ve got questions, we’ve got answers.

What is “Evergreen Intelligence”?

Evergreen Intelligence gives you access to personalized guidance when you need it. At Evergreen Wealth, our AI-powered advice engine delivers fast, tailored answers. When deeper support is needed, your dedicated financial advisor is available to guide you through more complex decisions.

Will I have a dedicated advisor?

Yes. You’ll first speak with a licensed advisor to explore whether Evergreen Wealth is the right fit for your goals. When you move forward, you’ll be paired with a dedicated advisor who gets to know your financial picture and works with you throughout the relationship. Your advisor is supported by our AI-powered engine to help deliver timely, personalized guidance, not call center scripts or one-size-fits-all advice.

How does the AI advice engine help me?

The advice engine continuously reviews your financial picture to surface personalized insights. It helps you get fast, relevant answers in the app and gives your advisor the context needed to deliver smarter, more timely recommendations.

How is my data safeguarded?

Your data is stored within a secure environment, protected from leakage to the Internet or use by AI companies for training their models.

Your information is protected using biometric login and advanced cryptographic passkeys instead of traditional passwords.