About Evergreen Wealth Management
Big firm expertise with boutique service to help you grow
Where Experience Meets Simplicity
Smart, Personalized, and Transparent Financial Planning
Boutique Service,
Big-Firm Technology
Enjoy the personalized attention of a
solo advisor with the cutting-edge
technology of a large firm—secure,
seamless, and customized to you.
Flat-Fee,
Fiduciary Advice
No hidden costs, no commissions
—just transparent, expert
guidance for a simple, flat
monthly fee.
Low-Cost,
Index-Based Investing
Keep more of your money working for
you with a cost-efficient, evidence-
based investment approach tailored
to your retirement goals.
Meet Nick Stevens, CFP®
After 15 years as a financial advisor, I founded Evergreen in 2021 with a vision to do things differently. I spent 12 of those years at Fidelity Investments, sitting down with thousands of investors, each with unique goals, concerns, and experiences. Through those conversations, I gained a deep understanding of what works—and what doesn’t—when it comes to building and preserving wealth.
One thing that never sat right with me was the traditional industry model of charging clients a percentage of their assets. I knew there had to be a better way—one that aligned with my values and put clients first. That’s why I established a flat-fee structure, ensuring my clients get objective, transparent advice without conflicts of interest.
Beyond the Office
A Passion for Golf
I’m a lifelong golfer with a single-digit handicap, though the game keeps me humble. Like financial planning, success comes from patience, strategy, and continuous improvement.
Hands-On Approach
I own a few rental properties and
enjoy small weekend projects like
painting. Just like in finance,
small, consistent efforts lead to
long-term success.
Family First
My wife, Rachel, and I have a 6-month-
old son, and our dog, Sam, still thinks
he’s in charge. Family keeps me focused
on what truly matters—planning for the future while enjoying today.
There is a Better Way to Manage Your Money
Our Approach
Simple and Transparent Fee Structure
Our flat-fee model is a common sense approach that doesn’t change regardless of your asset balances.
No Conflicts of Interest
As a fiduciary, we are legally bound to act in your best interest. We don’t sell life insurance or annuities or collect any referral fees.
Small Firm With Big Resources
Straightforward advice and accessibility to us given our size, while providing you with access to the latest technology and security for your financial lives.
Other Advisors
Vague Fees
If you asked another advisor how much you pay in fees, would they provide you a vague percentage or give you an exact dollar amount?
Competing Interests
Often times, other advisor’s client meetings start with financial planning and finish with a sales pitch of more services or insurance products.
Big Resources, Watered-Down Advice
Communication to clients from big firms can be muted down to generic advice when their large compliance departments get in the way.
Choosing an Advisor Can Be Confusing — Here’s How to Cut Through the Noise
Have questions? Ready to get started?
Let’s talk!
