Evergreen Wealth Advisors is a Colorado Registered Investment Advisor (RIA) located in beautiful Durango, Colorado. Evergreen was founded in 2012 by Craig Arnwine. Intergrity Evergreen Wealth Advisors is a fiduciary wealth management firm offering fee-only investment advisory and financial planning services.
As a fiduciary, our client solutions are transparent, objective, and unbiased, always putting the client's interests before our own. Independence As an independently owned Registered Investment Advisor (RIA), we are not beholden to proprietary relationships or "strategic" partnerships with money managers.
As a fiduciary, our client solutions are transparent, objective, and unbiased, always putting the client's interests before our own. Independence As an independently owned Registered Investment Advisor (RIA), we are not beholden to proprietary relationships or "strategic" partnerships with money managers.
Services
Craig founded Evergreen Wealth Advisors in 2012, after spending the first 12 years of his career working for some of the world's most reputable investment managers. Earning his B.S. in Finance from Arizona State University's W.P Carey School of Business, he served as a Vice President of Wholesale Distribution for over 10 years, where clients place over $2.5 billion with his respective portfolios.
At Evergreen, it is imperative that we form a trusting relationship with our clients. Open communications and a shared long-term vision form the foundation of your relationship with us. Our advice is always unbiased and incidental to the sales process, and tailored to your unique set of goals/circumstances.
Evergreen Wealth Advisors is an independent Registered Investment Advisor (RIA). As a RIA, we have a fiduciary responsibility and are legally obligated to put your interests before ours. We are FEE-ONLY and never charge a commission. We are obligated to disclose any conflict of interest, whether real or potential, to you in writing.
Many investors have seen little return on their investments over the last decade. With lack of performance and the financial crisis in 2008, most investors have lost confidence in Wall Street firms and the stock market. The fact still remains that we, as a society, are living longer and face the grim reality of outliving our retirement savings.
Our technology is a quantitative investment tool that analyzes a broad universe of mutual funds and ETFs. It seeks to determine optimal portfolio allocation and is designed to generate positive returns over multiple market cycles. Our disciplined process for portfolio construction is explained below.
Reviews (1)
Greg Woodbury
Aug 28, 2017
Report
