When can I retire… comfortably?
How much should we be saving for our children’s education?
How would a market downturn affect my financial goals?
Is my portfolio structured to represent my overall strategy?
Where can I get answers I can trust?
You have probably been asking many of these questions about your financial future. You probably would like to have answers you can trust. Our job is to help you find those answers.
At Evergreen Asset Management our 60 years of combined experience has allowed us to develop a strong framework for success. We utilize a thoughtful and structured process to develop and manage investment plans for our clients. Our goal is to provide clarity. Knowing what you should be doing with your money to provide the life you want for your family.
Read more about the Evergreen Process.
Of the top financial advisors in the Puget Sound area, we want to be the firm who listens, understands, and delivers what clients need the most: trusted advice towards a secure financial future. Our mission is to provide a highly individualized level of service to meet each client's differing needs and goals.
Race For A Soldier
Evergreen Asset Management strives to be a good neighbor who does our part to benefit the community. We are proud to be the Official Title Sponsor of Race For A Soldier 2012.
Quarterly Commentary
First Quarter 2012 - John and Don give their thoughts and perspective on the previous quarter and what might lie ahead in the markets. Read the Quarterly Commentary.