Earn more. Keep more. Build lasting wealth.

Personalized portfolios for optimal risk-adjusted return and higher after-tax performance.* Financial advice to build long-term financial strength and
resilience.
 *Evergreen Wealth employs multi-factor diversification designed for optimal risk-adjusted return and tax optimization designed for higher after-tax performance than a comparable equity ETF or mutual fund. See Investment Principles and Benefits of Tax-Loss Harvesting.
Luxury yacht cruising on open water symbolizing wealth and freedom

Higher After-Tax Performance

Than a Comparable ETF or Mutual Fund

Tax-loss harvesting can increase the after-tax return on your stocks by up to 29%, based on our analysis of a Vanguard study.
Line graph illustrating higher after-tax performance of Evergreen Wealth investments
This illustration is for informational purposes only and based on assumptions about tax rates, market performance, and investor profile which will vary widely. It does not represent actual client results or guarantee future outcomes. Tax-loss harvesting may not be suitable for all investors.

Two-thirds of affluent investors are worried they Will outlive their assets 

Most Americans are living unexamined financial lives. They are not planning for a secure future.

You are purposeful. You are preparing for a long and rewarding life for you and your family. Let us help you build lasting wealth.

Why Choose Evergreen Wealth?

1

Dynamic Portfolios

Evidence Based Investing

Nobel Prize winning investment principles

After-Tax Performance

Advanced tax strategies including direct indexing
2

Financial Advice

Dedicated Advisors

Personal relationship with your wealth advisor

Evergreen Intelligence

AI advice engine and financial knowledgebase

The After-Tax Difference

Compare how Evergreen Wealth stacks up against ETFs and mutual funds. 
See what tax-optimized investing could mean for you.

Guidance That Knows You.
Advice Always Within Reach.

Financial advisors and purpose-built AI working together to deliver personalized guidance, with insights available 24/7 and support when it matters most.
Mobile phone displaying Evergreen Wealth app

Fiduciary Guidance and AI Analytics

Our members gain a dedicated financial advisor, backed by real credentials and custom-built Al, delivers timely guidance that fits your goals, your schedule, and your life. No call center scripts. No one-size-fits-all advice. You get guidance tailored to you.
Mobile phone displaying Evergreen Wealth app
Your Accounts

Your Financial Life, Connected

Bring your accounts into focus with a single, unified view. See your Evergreen Wealth accounts alongside the external accounts you choose to link, synced for clarity across your assets.
Mobile phone displaying Evergreen Wealth app
Financial Insights

Insights and Answers in One App

View your Evergreen Wealth accounts and linked accounts in one place. Monitor performance, track your goals, and get real-time answers powered by your data, your advisor, and AI that helps you move forward with insight and leave uncertainty behind.
Mobile phone displaying Evergreen Wealth app
Evergreen Intelligence

An Advice Engine Aligned to You

Powered by a secure, continuously-updated view of your complete financial life, and a deep, trusted financial knowledgebase, our advice engine fuels smarter conversations with your advisor and delivers real-time answers in the app, tailored to you.
For illustrative purposes only. The application image shown here are based on fictional client data and do not represent actual accounts, performance, or results. This example is provided to demonstrate platform features and should not be relied upon as investment, tax, or legal advice.

Security Rooted in Expertise.
Privacy You Can Trust.

Your personal information is protected in your own private data vault with biometric access. Your login details are not guessable and our systems are hardened and secure. Decades of cybersecurity expertise guide our ongoing commitment to protecting your data against evolving risks.

Your Dedicated Team, Backed By AI

Fiduciary
Expertise

Our advisors are fiduciaries, committed to putting your interests first. Each brings deep experience guiding affluent families through complex financial decisions.

Advice That
Reflects You

We pair you with a dedicated advisor who understands your goals and priorities, offering thoughtful conversations and proactive insights, not call-center scripts.

AI & Human Expertise,
Working Together

Your advisor and our AI work together to deliver clarity, context, and confidence, aiming to anticipate needs, surface opportunities, and help you achieve your goals.
Evergreen Wealth team of finnacial advisors backed by AI

Ready to See
What’s Possible?

Your wealth deserves the right strategy. It starts with a conversation.

Talk with a financial advisor about your investment objectives and tax situation. Discover how to keep more of what you earn.
Scenic coatal highway with sports car highlighting deserving the right investment strategy

Every Dollar You Pay in Taxes Is a Dollar Out of Your Pocket

“I’ve been helping investors pay less tax ever since I ran TurboTax 30 years ago. Let us build you a Dynamic Portfolio for a higher after-tax return than a comparable equity ETF or mutual fund.”

Bill Harris, Founder of Evergreen Wealth
Bill Harris, Founder and CEO, emphasizing tax savings and retirement security

Your Questions Deserve Answers

Why can I trust Evergreen Wealth?

Evergreen Wealth was founded by Bill Harris, former CEO of PayPal and Intuit and founder of Personal Capital, which grew to manage over $23 billion in client assets. Our leadership team brings decades of expertise in portfolio management, cybersecurity, cutting-edge technology, and financial services, and is committed to delivering top-tier member service.

How Does Evergreen Wealth protect my money?

We are not provide these protections as they are offered by our custodians -- please revise to the following to remain consistent with the required bank language : We are a Registered Investment Adviser regulated by the SEC and held to a fiduciary standard that requires us to act in your best interest at all times.

Cash deposits are held through our partner bank and benefit from FDIC insurance coverage. Evergreen Wealth Corporation is a financial technology company, not a bank. Banking services are provided by Coastal Community Bank, Member FDIC. Deposits are FDIC-insured up to $250,000 per depositor through pass-through insurance at Coastal Community Bank, if certain conditions are met. FDIC insurance only covers the failure of an FDIC-insured bank.

Investment accounts are custodied with third-party broker-dealers, where securities are protected by SIPC coverage (up to $500,000, including $250,000 for cash). Please note, SIPC protection applies only in the event of a custodian failure and does not protect against declines in market value.Your information is safeguarded in a private data vault with biometric login and passkey-only access, supported by our team’s extensive experience in data protection and cybersecurity.

How does Evergreen Wealth aim to deliver higher after-tax performance than typical ETFs or mutual funds?

Our Dynamic Portfolio combines direct indexing, daily screening for tax-loss harvesting, smart rebalancing, and tax-savvy asset location, among others. Learn more about our Tax Strategies. By having systems designed to capture losses and gains every day, we cut tax drag so more of your money stays invested and grows for you instead of going to the IRS.

What is a Dynamic Portfolio?

A Dynamic Portfolio is a personalized index of individual stocks tuned to your goals, risk tolerance, tax rate, and values. Unlike one-size-fits-all ETFs, mutual funds, or model portfolios, direct ownership lets us adjust exposures, reflect your values, manage concentration limits, and harvest losses. The result is a portfolio aligned to the market and designed for after-tax performance.

Will I get human advice or just a chatbot?

Yes, you get advice from a human advisor. Your dedicated financial advisor works alongside Evergreen Wealth’s AI-powered engine, which handles fast analysis and surfaces opportunities behind the scenes. Your advisor focuses on strategy, planning, and your bigger goals. Whether you prefer messaging, phone, or video, your advisor is available on your terms with purpose-built AI making interactions more informed and personalized.

Is Evergreen Wealth a fiduciary?

Yes. As an SEC-registered investment adviser, Evergreen is held to the fiduciary standard. That means we are legally required to put your best interest first when giving investment advice. It includes a duty of care to give guidance that fits your goals and a duty of loyalty to avoid or clearly explain any conflicts. This standard is distinct from broker-dealers and financial professionals who are not required to follow the same rules.

Who is Evergreen Wealth best suited for?

We specialize in working with high-net-worth investors who have $1M in net worth or are on their way there and want more than just basic portfolio management. Evergreen Wealth is a great fit for people with complex financial lives like equity compensation, concentrated stock positions, real estate, or business ownership and for those living in high tax states who need smart strategies to reduce tax drag. You get personalized advice, transparent pricing, and a dedicated advisor who works to help improve after-tax performance, while providing clarity and confidence in your financial decisions.

Are my accounts FDIC and SIPC insured?

Evergreen Wealth Corporation is a financial technology company, not a bank. Banking services are provided by Coastal Community Bank, Member FDIC. Deposits are FDIC-insured up to $250,000 per depositor through pass-through insurance at Coastal Community Bank, Member FDIC, if certain conditions have been met. FDIC insurance only covers the failure of an FDIC-insured bank.

Investment accounts are insured by the SIPC up to $500,000 per account holder.

Is Evergreen Wealth government regulated?

Yes. Evergreen is a Registered Investment Advisor (RIA) regulated by the Securities and Exchange Commission (SEC). We have been registered since November of 2023 and our regulatory disclosure filings can be found on the SEC’s Investment Advisor Public Disclosure (IAPD) page here.

Bank accounts at Evergreen are held at Coastal Community Bank which is regulated by the FDIC and the Federal Reserve.