Press & Media

For media inquiries, please contact our press team at press@evergreenwealth.com.

Recent Announcements

Evergreen Wealth Announces $5,000 Match for Its Clients’ Charitable Contributions

Evergreen Wealth Strengthens Tax-Optimization Platform with Daffy Partnership, Bringing Donor-Advised Funds to Clients

Fintech Pioneer Bill Harris To Share Year-End Investment Playbook to Help Consumers Reduce Taxes and Strengthen After-Tax Outcomes

Apex Fintech Solutions and Evergreen Wealth Collaborate to Redefine Digital Wealth Management

Fintech Pioneer Bill Harris Launches Evergreen Wealth to Redefine Digital Wealth Management

Insights that are Making Headlines

Millions of Americans Warned of 'Challenging' Retirement Situation

The Retirement Account That Could Cut Your Taxes — Forever, According to a CFP

Is Preparing Your Taxes Twice a Smart IRS Hack or a Waste of Time?

The fintech reckoning is upon us. Here’s what to expect next year

Three Ways Investors Can Minimize Their Tax Payments

Linked articles are third-party content and do not reflect the views of Evergreen Wealth. Author views are their own and subject to change.
*Some authors indicated are non clients and may have received non-cash gifts; while no content was solicited, such posts may be considered compensated endorsements under SEC rules.