From Evergreen Wealth Management, LLC
Evergreen Wealth Management, LLC offers a unique approach to wealth management that helps their clients make better financial decisions. Evergreen works with individuals, families, non-profits, ministries, endowments, and institutions to solve financial problems. From comprehensive financial planning to specific insurance needs, we have a specialized team for you. By focusing on your personal desired outcomes we are better able to customize a plan to meet your needs. Understanding your unique story, values, and desires with greater depth allows our team to think outside the box and design a strategy to bridge the gap between current reality and long term goals.
Jeff has done a fantastic job of not only managing my money but also being there for my family during times of uncertainty. I highly recommend him if you are looking for more than an advisor—a friend and someone you can lean on when life throws you a curveball.