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 AI tools. Get advice when and how you want it.
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Advice for your lifetime wealth picture
Higher after-tax performance Graph
INVESTMENT MANAGEMENT

Higher after-tax performance

than an ETF or mutual fund1
The only thing that counts is what you earn after paying taxes. We cut the taxes on your holdings. Keep more of what you earn.
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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

Personal. Complete customization to your objectives
Tax savings. Reduce, defer or even eliminate taxes
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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 can reduce your taxes with tax loss harvesting, asset location, and more.

Advisor driven. AI powered.

We merge financial advice with artificial intelligence and deliver it through your advisor
AI Advice Engine venn diagram
AI Advice Engine venn diagram
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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 for after-tax return. 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
Schedule appointment
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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Evergreen versus JPMorgan

Earn 30% more after taxes with Evergreen Wealth²
This comparison is an interactive calculator. You can input your own income, state, tax status, and investment advisory firm. You can adjust any assumption by clicking on “Open Full Calculator”. This compares an Evergreen portfolio with the S&P 500 stocks to the JPMorgan Equity Index Fund, their fund with similar stocks and similar pre-tax return. Then it subtracts taxes at your long-term capital gains rate and subtracts the advisory fees listed in each firm’s ADV filing as of 6/1/2025. The it adds an estimated tax benefit, or Tax Alpha ², described below. This is your annual after-tax, after-fee return.

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?