Who We Are

Evergreen Advisors is an independent, fee-only firm — which means we work directly for you, not for sales quotas or commissions. As fiduciaries, we’re committed by law and by principle to put your best interests first.

For more than 30 years, we’ve been a trusted partner for families and individuals who want clear, straightforward financial guidance. Our team combines decades of experience with a modern approach, so you get thoughtful planning, honest insight, and a relationship built on trust, not transactions.

Meet our people:

Jim Place, CFP®, Financial Advisor

Kyle Bryant, CPA, PFS, Partner

Jayme O’Donnell, Compliance Officer

Barbara Harris, Director of Client Services

What We Believe In

At Evergreen, we believe financial guidance should help people live fuller, more meaningful lives — transforming goals into action plans, and dreams into realities. When our clients and our team thrive, we all make a bigger impact on the world around us.

Here are the values that guide us every day:

1. Client Focus: Our clients are at the heart of everything we do. They trust us with their financial futures, and we take that responsibility seriously by continually evaluating ways to serve them better.

2. Teamwork: Supporting our clients is a collective effort. We work together, share ideas, and support each other so every client benefits from our combined experience and care.

3. Respect: We value people as people — honoring our clients’ and co-workers’ commitments to their families, their well-being, and their goals inside and outside of work.

How We Work

At Evergreen, we believe in clear, honest conversations about your financial future — much like the approach you hear on our radio show, Let’s Talk Money. In partnering with Evergreen, you’ll gain the support you need at every juncture, ensuring you can build and maintain a financial plan that fits your goals.

Here’s how we work with each one of our clients:

• Personalized Planning: We start by understanding your unique financial situation, priorities, and dreams so we can craft a plan just for you.

• Ongoing Guidance: As life evolves, your financial plan should, too. We regularly review and adjust your strategies to keep you on track.

• Open Communication: We make ourselves available to answer your questions, explain your options clearly, and provide the support you need — whenever you need it.

• Transparency & Access: You can check your accounts anytime through our secure online Client Center, giving you a clear view of your holdings whenever you need it.

Everything we do is focused on keeping our clients informed and supported — because when you understand your options, you can make the best decisions for your future.