Our Team

At Evergreen Financial Associates, LLC, we specialize in helping retired individuals, owners of closely held businesses, and other successful professionals reduce their current taxes, potentially maximize their investments, plan for retirement, satisfy their charitable desires, and efficiently transfer their assets to their children, grandchildren, and other chosen heirs. In many cases, by applying state-of-the-art estate and investment planning tools and techniques, we have helped our clients reduce their estate and income tax burden. Throughout this process, we never lose sight of one essential element—personal service.

At Evergreen Financial Associates, you will find the best of both worlds: the resources of a large company, and the personal attention you need to establish a plan for long-term financial success.