Founded in 1983 as Evergreen Capital Management, Evergreen Gavekal is a private wealth management firm based in the Pacific Northwest. The firm operates as a fee-only, independent registered investment advisor, emphasizing a client-centric approach to financial planning, investment management, and legacy planning. They are known for their partnership with Gavekal, a global research firm, which informs their investment strategies and provides clients with unique global macroeconomic insights. Their mission is to help clients achieve their financial goals through personalized, long-term strategies and disciplined investment management.

Founded in

United States