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| The 360° Advantage |
Firm Philosophy |
Firm Origins |
Our Process |
Privacy Statement |
Management Team |
| Firm Origins | |
| In 2004, Rich Wunderlich and John Crane founded Evergreen Financial Services to protect the financial interests of clients of a retirement plan oriented investment brokerage firm that came under the protection of the Securities Investor Protections Corporation (SIPC) and filed for bankruptcy liquidation. While working together through very challenging times Rich and John found that they worked well together under both normal and extreme circumstances and shared a common vision for a new business model for financial services based on integrity and developing long-lasting relationships. | |
| Rich and John possessed experience as technical advisors to three successful software companies and one value added reseller start-up that grew to critical mass and were subsequently acquired by publicly traded companies with names you’ve heard of like Harley-Davidson and Intuit. Similarly, the two have wind down experience, where the companies’ business model broke down leading to their demise. More uniquely, both co-founders have transitioned from the “front office” to the “back office” in financial service organizations and understand the related business processes from origin to completion, unlike many in the industry who spend an entire career focused on only a component part of a given process without exposure to either end or the overall picture. | |
| Now we want to get you excited about the future. About opportunity. About arriving. And all the steps in between. We want you to wake up and face the day knowing you’re on the right path, that we’re here to help you on your journey. Get to know us. You’ll be surprised at the difference. | |
| © 2009 Evergreen Financial Services, LLC. All rights reserved. | Privacy Statement | Member FINRA/SIPC |