Plan, Invest, Build.

New clients start with the construction of a thorough and comprehensive personal financial plan by a CERTIFIED FINANCIAL PLANNER (CFP®). This familiarizes us with your goals, priorities, and investment preferences. Consideration of our clients' financial plans and investor profiles are the guiding information that shapes how we allocate funds.

2

CREATE YOUR CUSTOM FINANCIAL PLAN

We take a deep dive into your financial picture and build a custom portfolio that takes into account your personalized objectives.

3

BUILD A PORTFOLIO THAT MEETS YOUR PLAN'S OBJECTIVES

Our dedicated service team will guide you through the account opening process to make sure everything is implemented smoothly. 

4

PERIODIC REVIEWS WITH YOUR WEALTH CONSULTANT

A key element to the success of a financial plan is ongoing monitoring. Your Wealth Consultant will help to establish a schedule that fits your needs. 

Technology is at the core of our process

From surveys that analyze individual investment style to an app for clients to view their accounts on the go, Evergreen integrates technological solutions to elevate the client experience at every stage. Attend a virtual workshop, then connect with a CFP® and build an interactive personal financial plan in eMoney. 

About Evergreen Gavekal

Evergreen Gavekal is an independent registered investment advisor (RIA*) serving high-net-worth individuals, families, and endowments. Since 1983, one key directive has guided how we operate: the unwavering commitment to our clients and their investments. Our strategic array of financial services provides a wide spectrum of investment solutions to tackle today’s increasingly complex global markets. We are committed to establishing and maintaining relationships where clients view us not simply as investment professionals, but also as their trusted partners. Our entire team is working toward the same goal: a secure financial future for our clients. At Evergreen, we believe superior communication is at the foundation of success for an investor. While each of our client’s pursuits is unique, Evergreen puts their interests above all else.