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Our Firm

Built for endurance.

Built for endurance.

Evergreens don’t rush growth. They take root, build strength over time, and endure through every season. That’s how we believe financial guidance should work.

At Evergreen Wealth Strategies, our approach is designed to nurture steadily, remain resilient, and adapt as life changes, so you can move forward with confidence, no matter the conditions. 

Listening comes first.

Listening comes first.

Every relationship begins by listening. Understanding your story: your goals, priorities, and values. We believe this is the foundation of meaningful financial planning. From there, we build strategies that are thoughtful, personal, and aligned with what matters most to you.

Personal. Transparent. Enduring.

We don’t believe in cookie-cutter plans. Real planning is clear, flexible, and built around your life, not a template. Our guidance evolves as you do, grounded in transparency and focused on your best interests.

In our clients’ words.

"The Advisors and staff at Evergreen Wealth Strategies have provided a tremendous amount of help and kindness to my husband and I as we navigate through an uncertain time in our lives. Life is always uncertain, I realize, but we truly appreciate those who give us their expertise, listen to our stories, and truly care about us. I love how the entire staff works together to give their best to customers, and we appreciate how they make us feel more like friends. Our association with Prudential dates many years, and we remain in very good hands. We have always valued the advice Andrew and Taylor provide and are thankful for guiding us through the financial planning process."

– Betty M

This statement is a testimonial by a client of the financial professional as of 02/20/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Guidance you can count on.

Guidance you can count on. 

Our philosophy is timeless and resilient, built to weather uncertainty. When you work with Evergreen Wealth Strategies, you can expect clear plans, honest conversations, and steady guidance through every season.

Rooted in integrity and a strong work ethic, we’re here to help you build confidence, well-being, and long-term financial readiness for today and generations to come.

Build a plan designed to endure.
Book your meeting today.