We at Evergreen understand that the financial planning process is no different. Good wealth management should make you feel more confident. Our team looks at your goals, needs, and priorities to determine the right individualized strategy for guiding your invested assets and enhancing your net worth.
If you have too many financial concerns, issues, or priorities to address by yourself, then it is time for this kind of financial care. Your economic future demands a vigilant ongoing management approach. Please spend some time reviewing the content. We also have a brochure available. Evergreen Advisors is a fee-only Registered Investment Advisor.
If you have too many financial concerns, issues, or priorities to address by yourself, then it is time for this kind of financial care. Your economic future demands a vigilant ongoing management approach. Please spend some time reviewing the content. We also have a brochure available. Evergreen Advisors is a fee-only Registered Investment Advisor.
Services
Throughout history, humans have been trying to predict what the future holds. It can't be done. The best anyone can hope for is to prepare as well as possible, then enjoy the good times and try to roll with the punches. Evergreen Advisors has the experience and skill to help you become better prepared and feel more secure about the future.
Join Jim Place and Jayme O'Donnell of Evergreen Advisors as they lead you through the perils and pitfalls of finance and investment every weekday from Noon until 1:00pm. From Roth IRA's and 401K's to future business trends and practical advice on how to save your money the right way, Jim and Jayme have the answer to your financial questions every weekday.
Reviews (9)
Christine Petersen
Nov 22, 2020
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Edward O'Donnell
Jun 16, 2020
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Joshua Yebba
Aug 04, 2019
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I met with a lot of financial advisors recently, but Jayme and Michael were in a class of their own. Between the two of them they had more degrees and certifications than anyone else in town. Add on top of that the fact that they aren't working for those sketchy broker-dealer firms, so you know their advice comes untainted by commissions. The help and advice I received was super useful. If you're on the fence about checking them out, just get in there for that first consultation at least. You'll be glad you did.
Michael B.
Jan 29, 2019
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Frank Ruth
Jan 22, 2017
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Sean Stone
Nov 11, 2016
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My experience with Evergreen Advisors has been incredible. Everyone at the firm is extremely knowledgeable, and genuinely care about helping you accomplish your goals. They won't overwhelm you with financial jargon, but instead make sure you fully understand how they are investing your money. Highly recommended!
Katie O'Donnell
Nov 11, 2016
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This firm is wonderful. I have worked with Jim, Jayme and Michael personally and they were more knowledgeable than I could ever imagine. Not only are they honest but they are so personable. I would recommend them to anyone who wants to trust that they are receiving good advice about their money and assets. Highly recommend!
Catherine ODonnell
Oct 29, 2016
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Seth Reagan
Jul 19, 2016
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