Ever Green Wealth Management

Retirement Planning Firm in Canandaigua, NY

Firm Info
Address: 6534 Anthony Dr suite d, Victor, NY 14564, USA
Phone: (585) 742-0271

Firm Size
Assets Under Management: $49.7 million
# of Advisors: 2
# of Clients: 433
Client to Advisor Ratio: 217:1
Average Account Size: $114,731
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)

Get Connected with a Financial Advisor

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Ever Green Wealth Management, LLC Overview

Ever Green Wealth Management, LLC is a registered investment advisory firm that is dedicated to providing investment advice to their clients. They offer a fee-only service, which means that they do not earn commissions or fees from the sale of financial products. The company is headquartered in Victor, NY and has been in business since 2019. This firm specializes in providing financial planning and portfolio management services for both individuals and small businesses. The team at Ever Green Wealth Management, LLC is committed to helping their clients achieve their financial goals and objectives. With their investment advice-only approach, they strive to provide unbiased and objective recommendations that are tailored to each client's unique circumstances. They believe in building long-lasting relationships with their clients and are dedicated to providing them with the highest level of service. At Ever Green Wealth Management, LLC, they specialize in financial planning and portfolio management. Their financial planning services are designed to help clients identify their financial goals and develop a plan to achieve them. This includes a comprehensive review of a client's current financial situation, developing a customized financial plan, and ongoing monitoring and updates. They also provide portfolio management services for individuals and small businesses, which includes investment selection, asset allocation, and risk management. They work closely with each client to ensure that their investments are aligned with their goals and objectives.

EVER GREEN WEALTH MANAGEMENT, LLC serves a broad range of clients with their diverse financial needs. Catering to individuals and high net worth individuals alike, they are well-equipped to provide their expertise across the board. Their clientele consists of people who seek personalized attention, and they offer tailored solutions to their financial concerns. They work closely with their clients to assess their current state of finances and help them achieve their long-term financial goals. With years of experience under their belt, EVER GREEN WEALTH MANAGEMENT, LLC is dedicated to providing their clients with the best financial advice, always putting their interests first. When it comes to fees, EVER GREEN WEALTH MANAGEMENT, LLC has various structures in place to suit clients’ needs depending on the service provided. For instance, the firm offers a percentage of AUM, which is based on the assets under management. This fee structure is a percentage of the total value of assets managed by the firm on behalf of the client. The rate typically ranges from 0.25% to 2.00% per annum, depending on the value of the assets and the level of customized advice required. EVER GREEN WEALTH MANAGEMENT, LLC aims to provide professional financial planning services at affordable prices, and they will work with clients to find the fee structure that aligns with their financial goals. With such flexible fee options, the firm prioritizes transparency and open communication with their clients, ensuring mutual benefit for both parties.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure of EVER GREEN WEALTH MANAGEMENT, LLC does not mention their investment minimum.

How This Office Can Help Canandaigua, NY Residents

Ever Green Wealth Management is a financial services firm located in Canandaigua, NY, that helps its clients achieve their financial goals. They offer a range of services, including financial planning, retirement planning, wealth management, tax planning, and estate planning. The firm works with individuals, families, and small businesses of all ages and income levels, tailoring its services to meet each client's unique needs. For someone living in Canandaigua, NY, the financial situations they might face can vary widely. The area has a diverse economy, with many residents working in healthcare, education, and retail. Some may be struggling to save for retirement, while others may be looking to grow their wealth or plan their estates. Ever Green Wealth Management works with each client to understand their financial goals and develop a comprehensive plan to achieve them. Whether someone needs help managing their investments or creating a budget, the firm provides personalized guidance and support every step of the way.

To view the Minimum Investment and Fee Schedule for Ever Green Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Ever Green Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Ever Green Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 6534 Anthony Dr suite d, Victor, NY 14564, USA
Phone (585) 742-0271
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Ever Green Wealth Management, LLC is registered to service clients in the following states:

  • New York

Disciplinary History

Ever Green Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.