We are a Maine-based financial planning and investment strategy firm serving New England and beyond. At Evergreen Strategic Partners, our advisors bring more than 30 years of collective experience with financial planning, insurance services, and investment strategies to clients on a path towards financial freedom and the retirement they deserve.
Evergreen Strategic Partners focuses on building long-term relationships with clients who expect superior, individualized service. We believe the plans we create with clients not only address their goals and aspirations, but also reflect the deep understanding, mutual respect, and friendship we share with them.
Evergreen Strategic Partners focuses on building long-term relationships with clients who expect superior, individualized service. We believe the plans we create with clients not only address their goals and aspirations, but also reflect the deep understanding, mutual respect, and friendship we share with them.
Services
Evergreen Strategic Partners was founded in 2016, though our co-founders Tom Harnish and Craig Grover have worked together for nearly a decade and share a common vision for a financial planning practice that focuses on building strong, long-lasting relationships with clients.
We believe the plans we create with clients not only address their goals and aspirations, but also reflect the deep understanding, mutual respect, and friendship we share with them.There are many professionals and even websites out there that can build a financial plan for you, but we feel the underlying relationship between client and advisor is critical to the lifespan of a financial plan.
We believe the plans we create with clients not only address their goals and aspirations, but also reflect the deep understanding, mutual respect, and friendship we share with them.There are many professionals and even websites out there that can build a financial plan for you, but we feel the underlying relationship between client and advisor is critical to the lifespan of a financial plan.
Evergreen Strategic Partners is a full service financial planning firm dedicated to providing financial strategies to address the concerns of individuals, families, and business owners. Co-founder of Evergreen Strategic Partners, Craig has nearly 15 years of experience assisting clients with financial and insurance services.
At Evergreen Strategic Partners, we have the ability and experience to handle virtually any aspect of your financial situation. Analyze your current situation and implement a plan that puts you on a path to your long-term financial objectives. Open and manage investment accounts (individually or through employers) that help you save for retirement and other financial goals.
At Evergreen Strategic Partners, we created a planning process that provides you, the client, with a comprehensive plan tailored to your specific goals, aspirations, and dreams, using our knowledge as financial advisors, the support of our affiliated partners and collaborating with your other professional advisors.
Evergreen Strategic Partners is focused on providing a superior client experience throughout the planning process and our ongoing relationship with you.
In addition to our core advisors and staff, we also maintain two key relationships to help facilitate all aspects of our client's needs and support goals and to keep your plan on course, so when you work with Evergreen you're also backed by the history and resources of Northeast Planning Associates, Inc. and LPL Financial.
In addition to our core advisors and staff, we also maintain two key relationships to help facilitate all aspects of our client's needs and support goals and to keep your plan on course, so when you work with Evergreen you're also backed by the history and resources of Northeast Planning Associates, Inc. and LPL Financial.
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