How We Work with Clients

Evergreen Advisors was founded on a belief that every client has the right to be served with honesty, respect, and integrity. Once we begin a relationship with you, we try to develop a partnership of trust that will endure for the long term.

To begin with, we’ll provide the information you want. Whether face-to-face or on the phone, you can feel free to ask us questions, share your concerns, or explore alternative scenarios. We’ll get together with you regularly to discuss how your financial plan and portfolio are doing and any changes that may be needed. Meanwhile, you can review your holdings anytime through our online Client Center, protected by 256-bit AES encryption.

Unlike financial firms that seem happy to keep their clients in the dark about investing, we sift through articles, books, and blogs to bring you our best ideas with our daily radio show, Let’s Talk Money, and Recommended Reading. We believe educated clients make educated decisions.

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