EverGreen Wealth Management, LLC is an independent, fee-only wealth management firm headquartered in Bellevue, WA. Founded on the principle of providing objective and client-centric financial advice, the company operates as a fiduciary, legally obligated to act in its clients' best interests. Its services encompass comprehensive financial planning, investment management, retirement planning, and estate planning, primarily for high-net-worth individuals and families. The firm emphasizes a long-term, evidence-based investment philosophy.

Founded in

United States