Evergreen Wealth Managers, LLC is a Puget Sound area financial planning firm specializing in comprehensive financial and investment planning for individuals and business owners. We pride ourselves on our relationships with our clients. We implement flexibility in every plan, and detail and organization are what we live for.
At Evergreen Wealth Managers, we are truly passionate about seeing our clients meet their financial goals through a simple and customized plan. We specialize in helping you plan for financial independence when you want it.
At Evergreen Wealth Managers, we are truly passionate about seeing our clients meet their financial goals through a simple and customized plan. We specialize in helping you plan for financial independence when you want it.
Services
I have been working in the financial industry since 1990. In 2001 my practice grew into an independent Full-Service Financial Services firm serving the Greater Seattle Area. Financial planning frequently requires coordination with other professionals. I have developed a network with numerous attorneys, accountants, mortgage professionals and others to make sure that the details of your plan are complete.
Every potential client relationship starts with an initial meeting for us to get to know each other. During this meeting, we will discuss your needs, goals and expectations. We will cover fees, risk tolerance, and investment philosophy at this meeting were you to become our client. There is no fee for our initial meeting.
Evergreen Wealth Managers is an independent financial firm owned by Mike Rue. We always strive to provide objective planning and investment advice to our clients whether it's financial independence, retirement, saving for college or estate planning. As an independent advisor, Mike chooses the Broker/Dealer and Registered Investment Advisory firm (RIA) to partner with.
There has been quite a bit of attention given in the last couple of years to the Investment Fiduciary Standard. This has been confusing for consumers and many financial professionals, and there is still no clear answer on how the Fiduciary Standard will shake out. What we can tell you is that an investment fiduciary is a financial professional who is legally bound to act in the best interest of their clients.
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