Evergreen Wealth Solutions

Wealth Management Firm in Williamsport, PA

Firm Info
Address: 1000 Commerce Park Dr Suite 416, Williamsport, PA 17701, USA
Phone: (570) 601-6960

Firm Size
Assets Under Management: $338.2 million
# of Advisors: 5
# of Clients: 1,582
Client to Advisor Ratio: 316:1
Average Account Size: $213,805
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors

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

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

  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Evergreen Wealth Solutions, LLC Overview

Evergreen Wealth Solutions, LLC is a fee-only investment advisory firm based in Williamsport, PA. Established in 2019, they specialize in providing investment advice only to individuals and small businesses. Their fee-only arrangement ensures that they are dedicated to their clients' financial success and not influenced by potential product commissions or sales incentives. As an investment advisory firm, Evergreen Wealth Solutions offers various services to their clients, including financial planning, portfolio management, and advisor selection. They work personally with each client to understand their financial goals and create a customized plan to achieve them. With their portfolio management services, they keep track of their client's investments to ensure they stay on track. Unlike other firms, Evergreen Wealth Solutions doesn't sell products and has no conflicts of interest. Their independence allows them to provide unbiased advice, ensuring their clients' best interests are always prioritized. With their commitment to providing exceptional service and expert investment advice, Evergreen Wealth Solutions is a reliable choice for anyone looking for financial guidance.

EVERGREEN WEALTH SOLUTIONS, LLC is a leading financial advisory firm that caters to an array of clients. The firm serves individual clients, high net worth individuals, and other types of corporations that are not specified. The clients' requirements, needs, and financial goals are as diversified as their background. Therefore, the firm's advisors provide custom-tailored solutions for each client. From creating a financial plan to managing investment portfolios, EVERGREEN WEALTH SOLUTIONS, LLC is equipped to serve all kinds of clients efficiently. The fee structures available at EVERGREEN WEALTH SOLUTIONS, LLC vary from service to service. Clients can choose between a percentage of assets under management (AUM), hourly rates, or fixed fees, depending on the service provided. The percentage of AUM fee structure is a percentage of the client's total assets that the firm manages on their behalf. The hourly fee structure is charged based on the time the advisor spends on a specific task or consultation. Meanwhile, the fixed fees for services provided are pre-agreed upon and do not fluctuate based on market outcomes. The firm's advisors work with the clients to determine the best fee structure that aligns with their needs and financial goals. They ensure transparency and clarity of fees throughout the engagement.

Typical Clients, Fee Structures & Investment Minimum

According to the note about investment minimums in EVERGREEN WEALTH SOLUTIONS, LLC's Part 2 Brochure, the firm does not impose a stated minimum fee or minimum portfolio value for starting or maintaining an investment advisory account. This means that clients who are eligible to enroll in the Schwab Program, which includes individuals, IRAs, and revocable living trusts, can start investing with EWS regardless of their initial investment amount. However, it is important to note that there may be other fees or expenses associated with investing with EWS that are outlined in the firm's Part 2 Brochure.

How This Office Can Help Williamsport, PA Residents

Evergreen Wealth Solutions provides financial planning and wealth management services to clients in Williamsport, PA. Many residents in Williamsport face financial challenges, such as retirement planning, investment management, and tax planning. Evergreen Wealth Solutions works with clients to create customized financial plans to address their specific needs and help them achieve their financial goals. The firm's team of experienced financial advisors utilize a comprehensive approach to financial planning, taking into account clients' income, assets, liabilities, and long-term goals. They offer a range of services, such as retirement planning, investment management, estate planning, tax planning, and insurance planning. By working with Evergreen Wealth Solutions, clients in Williamsport can gain peace of mind knowing that they have a solid financial plan in place that caters to their unique circumstances.

To view the Minimum Investment and Fee Schedule for Evergreen Wealth Solutions, LLC, visit their Part 2 Brochure.

Services Offered by Evergreen Wealth Solutions, 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 Evergreen Wealth Solutions, 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)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
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 1000 Commerce Park Dr Suite 416, Williamsport, PA 17701, USA
Phone (570) 601-6960
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Evergreen Wealth Solutions, LLC is registered to service clients in the following states:

  • Colorado
  • Florida
  • New Hampshire
  • New Jersey
  • New York
  • North Carolina
  • Ohio
  • Pennsylvania
  • Texas

Disciplinary History

Evergreen Wealth Solutions, LLC does not have any disclosures. Please visit it's Form ADV for more details.