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Why us

WHY WE EXIST

Tax is a waste of wealth

Evergreen Wealth’s secret to optimizing every dollar: lower taxes, deeper diversification, greater personalization and faster speed to market, all made possible through talented advisors and advanced technology.
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Lower Taxes

In the investment-performance equation, tax is often the forgotten factor. By facilitating direct ownership of equities, Evergreen empowers investors to couple the diversification they crave with tax advantages they deserve. The result? Compounded over 25 years, those strategies could add up to 30% increase to your portfolio.*
See calculation.
*The information provided is for informational purposes and does not guarantee any specific investment outcome and should not be construed as financial advice or a recommendation to invest in any strategy. Taxes should not be the only factor to drive an investment decision. All investing involves risk, including the possible loss of principal and past performance does not guarantee future performance.
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Deeper Diversification

For decades, investors have sought diversification via mutual funds and index funds. The only problem? Fees, taxes, and flexibility. The fees levied by fund managers can erase your gains over the long run. And their structure renders them ineligible for some of the tax code’s most lucrative investment advantages.
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Greater Personalization

Most funds are hands-off by design, managed for wide appeal and maximum profit. Evergreen’s Personal Portfolio is tailored to you — your values, your priorities, your tax bracket, your schedule, your benefit. Our bespoke approach gives high earners the control they crave and the personal attention they desire.
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Faster Speed to Market

Change unfolds faster today than ever before. Yet some fiduciaries still require as many as 60 days to bring your funds to market. Your Evergreen Wealth Personal Portfolio requires just minutes to fully customize, after which your funds can be fully invested the very same day.*
*When markets are open.

Seamless Wealth Management

Robo-advisors offer pre-packaged automated advice, while established investment firms, although better prepared, may miss out on tax-optimizing opportunities due to uncustomized portfolios of ETFs, index funds, and mutual funds.

Your Evergreen relationship is facilitated through a seamless integration of tech and human touch. Our technology gives you advantages no other wealth manager can match. But we also understand that technology has its limits, which is why Evergreen’s tech stops the moment human touch is warranted.

Evergreen’s Wealth Advisors connect with clients when and how they prefer, beginning with an introductory call and in-depth discovery meeting, then continuing at a cadence of your choosing – whether via voice, email, or text.
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Evergreen Wealth
Robo-Advisors
Legacy Wealth Advisors
 
Self-Service Investing
Supported
Required
Complicated
Fractionalized, Directly Held Equities
Customizable & Automated
Manual
Not Typically Available
Typical Pool of Equities
2000
500
S&P 500 Index Fund
500
S&P 500 Index Fund
Time to Market
Same-day
When markets are open
Same-day
Up to 60 days
Tax Optimization
Supported
DIY
Afterthought
Fiduciary Advice
On your schedule 24/7
Absent without additional fees
On their schedule
Transparency
Single, unified dashboard
Self-service documentation
Must call to review performance or holdings
Fees
0.60% to 0.96% Annualized
0.25% to 0.65%*
0.75% to 1.5%*
The comparison above is for informational purposes only. Features listed for other platforms or services are not exhaustive, may vary, and are subject to change.
*Fees for Legacy Wealth Advisors for Fisher, Edward Jones, Merril Lynch and Robo Advisors Betterment and Wealthfront as of 04/01/25.
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Why we do it

Tax is one of the largest costs affluent families will pay in their lifetimes.

If you’re like many high earners, you’re likely taxed out and over-exposed. The reality is that some tax and risk are necessary. At Evergreen, we chase unnecessary waste: taxes unnecessarily paid and risks unnecessarily taken.

We've built technology that integrates banking and investing with tax and diversification strategies, designed to help optimize your portfolio.

We combine your financial life into a less complicated equation, one where your goals are central and the facets of your wealth work together in harmony.

At Evergreen Wealth, we manage your money so you can live your life.

Join the new
generation of wealth

Talk to an Advisor
$250,000 minimum deposit for investments. See terms.