Evergreen Wealth
investing for a lifetime

FINANCIAL ADVICE

Financial strength
and resilience

Advice for your lifetime wealth
We combine the expertise of a dedicated advisor with the analytical power of technology. Get advice when and how you want it.
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INVESTMENT MANAGEMENT

Custom investments

A personalized portfolio designed to you
Your Dynamic PortfolioTM reflects your unique risk tolerance and financial goals, aiming for a balance between potential returns and risk management.
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Advice for your lifetime wealth picture
Higher after-tax performance Graph
1Designed for higher after-tax performance. We can take an ETF or mutual fund which holds only publicly-traded stocks and purchase those individual stocks instead, thus generating a similar pre-tax return (excluding advisory fees). If you pay income taxes, we can reduce your taxes with strategies like tax loss harvesting. Get the details Earn more after tax.

A unique portfolio
designed just for you

Tax savings. Reduce tax on your investments
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How do Evergreen portfolios work?

Allocation
First, we balance risk and return to create an asset allocation that’s right for you.
Index
Second, we select or design a custom index as the baseline for your personal portfolio.
Customize
Third, we fine tune your portfolio with over 25 optional personalizations like sector caps, position limits, and values based investing parameters.
Tax Saving
Fourth, we work to reduce your taxes through smart tax optimization.
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Simply the best way to invest

After 35 years building financial technology, I believe this is the best way to invest. We combine time-tested investment principles with advanced tax strategies to grow and protect your wealth.
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Evergreen founder Bill Harris is former CEO of PayPal and Intuit. Bill founded Personal Capital, an investment firm that grew from zero to $23 billion in client assets.

If you’ve got a million dollar portfolio

(or if you’re on your way), we can help build your wealth.
Call 888-884-0557
We’re here 8 to 8 ET on Mon-Fri
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A free financial consultation
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You’ve got questions.
We’ve got answers.

Get quick answers here, then talk to an advisor for more
Backdoor Roth IRA Explained: How High-Income Earners Can Access Tax-Advantaged Retirement Savings
Backdoor Roth IRA Explained: How High-Income Earners Can Access Tax-Advantaged Retirement Savings
Backdoor Roth IRA Explained
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Restricted Stock Units (RSUs) Explained: Strategies to Optimize Value and Navigate Taxes
Restricted Stock Units (RSUs) Explained: Strategies to Optimize Value and Navigate Taxes
Your essential guide to Restricted Stock Units (RSUs): Understand, manage, and maximize your equity compensation.
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Exit Strategy Planning for Business Owners: How to Preserve Value and Plan for Your Financial Future
Exit Strategy Planning for Business Owners: How to Preserve Value and Plan for Your Financial Future
Financial Planning for Business Owners: Crafting the Perfect Exit Strategy
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Frequently asked questions about Evergreen Wealth

Is Evergreen government regulated?
Are my accounts FDIC and SIPC insured?
Will I have a dedicated advisor?
Why can I trust Evergreen Wealth?
Where are you located?
What is the minimum investment?
Is Evergreen a “fiduciary”?
How much do you charge?