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| The 360° Advantage |
Firm Philosophy |
Firm Origins |
Our Process |
Privacy Statement |
Management Team |
| The 360° Advantage | Discipline Overlap |
| Success has its rewards. And challenges. Maximizing long-term business growth along with asset management and protection is not an easy feat when you’re taking care of operations and life’s general responsibilities day after day. |  |
| Evergreen understands that and offers a comprehensive service package that independently interprets our clients’ business and investment strengths, weaknesses, opportunities and threats, assesses financial concerns to comply with accounting and disclosure rules and integrates information technology for operational alignment and efficiency. | |
| Integrating Business Consulting, Wealth
Management and Information Technology for Strategic Advantage With small to middle market closely-held businesses, the line between company and personal wealth frequently blurs and considerations like business continuity (succession), asset protection and estate planning, while often in place, are not kept current, or are inadequately implemented. It is estimated that only 15% of businesses survive past the first generation, despite having developed succession plans. |
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| As wealth managers it is equally important our clients be in compliance with securities, banking and insurance rules and regulations. And as a company it is imperative to manage mountains of clients’ information effectively. Because EFS integrates business consulting, wealth management and information technology, Evergreen professionals are able to bring a holistic, strategic approach to our clients and implement these strategies successfully. | |
| © 2009 Evergreen Financial Services, LLC. All rights reserved. | Privacy Statement | Member FINRA/SIPC |