Welcome to Evergreen Wealth Management
We are an independent financial services firm, headquartered in Austin, Texas. We provide our clients with a seasoned perspective on investing. Together, we have more than 50 years of cumulative investment experience. After many years of managing investment portfolios, we understand that each client is unique. Your portfolio should be a reflection of your personal goals, risk tolerance, and understanding. World markets and events continually change. Your portfolio needs to keep up. Having a financial advisor who has experienced the world financial markets over a long period of time is important. Having a portfolio that is monitored, flexible, and aligned with your financial goals is very important. The unprecedented volatility in the financial markets has forced many investors to "reconsider" their financial goals and to question whether or not they can accomplish them. We have the experience, tools, and understanding to help guide you faithfully toward your financial goal. Let us show you the path forward.
If you are a current client, you’ll find links to access your account, make appointments with us, get up-to-date information about the stock markets, and view useful resources that can help empower you to be a more knowledgeable investor.
If you are not currently acquainted with our firm, we’ve established this website as a way for you to get to know us and to understand how we may help you with the difficult job of successfully managing your financial assets. We have been through market ups, downs, drops, bumps, and jumps. We know that a steady hand and professional guidance are essential to a successful financial journey.
If you are currently investing, we will review your existing portfolio, at no cost to you, and objectively present our assessment. If you are just getting started, we will discuss and understand your specific goals and expectations before making any recommendations. We will treat you and your family as we would our own, respectfully and with care.
We appreciate your interest in Evergreen Wealth Management, Inc., and sincerely look forward to serving you!
