Financial Advisors
Strategy & Technology
The fusion of Nobel Prize winning investment principles, advanced tax optimization, and expert financial advice. Opening to the public in January 2025.
Purpose-built technology implements the seminal principles of investing: efficient markets, risk management, diversification, behavioral economics, and tax optimization.
If you’re a high income taxpayer in a high tax state, taxes can take a big bite out of your return. We deploy our tax reduction methodologies to help programmatically reduce your taxes.
First we listen to your objectives. Then we build a custom strategy and investment portfolio, and advise you how to avoid the emotional mistakes many investors make.
Our Founder
Evergreen Wealth founder Bill Harris has been at the intersection of investments, tax and technology for thirty years. He ran TurboTax for ten years, was co-founding CEO of PayPal, and founded Personal Capital which grew to $23 billion in investors’ assets.
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I wanted a comprehensive advisory service to protect and grow my wealth. I wanted a conceptually-sound, technology-driven, human-advised way to manage all my money.
The system must maximize return, minimize risk and reduce taxes – without needing my regular attention. The portfolio must be custom-built for my needs and operated with granular precision down to the tax lots of each asset I own. The advisors must understand my financial situation and construct the investment program around me.
This is a big challenge, but I’ve done it before. In 2009, in the shadow of the financial crisis, I launched a pathbreaking investment firm with a similar aim. Personal Capital grew rapidly from zero to $23 billion in investors’ assets, making it the ninth largest registered investment advisor in the country.
I’m proud of what we achieved because we defined a new way to manage investments. But that was fifteen years ago, which is an eternity in the technology business. Since selling the company for a billion dollars several years ago, I’ve been designing the next generation of wealth management. I’ve done so with the freedom and power that comes from being unchained from legacy systems and old paradigms.
The result is a pioneering combination of purpose-built technology, rigorous investment theory, and multi-strategy tax optimization – all overseen by a team of professional financial advisors. If this already existed, I wouldn’t have built it.
It’s not for everyone. Most investors are well-served by the standard ETFs and other funds offered by Vanguard, Fidelity, Schwab, and the robo-advisors. But as your net worth approaches a million dollars or more – particularly if you’re a high-income taxpayer in a high-tax state – you need something more. You need an experienced team of personal wealth advisors.
More important than what we built, is why. Money is the precious resource that enables you to live the life you want – now and for decades to come.
We help you build a financial fortress for you and your family. At Evergreen Wealth, we manage your money so you can live your life.
Bill Harris
Founder of Evergreen Wealth
Our Technology