The new

generation of

wealth.

Financial Advisors

01
Higher Performance
02
Lower Taxes
03
Expert Advice

The fusion of Nobel Prize winning investment principles, advanced tax optimization, and expert financial advice. Opening to the public in January 2025.

A Nobel Prize coin on a red background.
01
Investment Principles

Purpose-built technology implements  the seminal principles of investing: efficient markets, risk management, diversification, behavioral economics, and tax optimization.

A mountaintop kissed with sunlight against a clear blue sky.
02
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.

A top down view of a green hedge maze.
03
Expert Advice

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

Bill Harris headshot, black-and-white.
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.

Our Technology

Our Technology
Brilliant phone and desktop apps
Custom portfolio construction
Purpose-built tax saving engine