Ever Green Wealth Management, LLC

Ever Green Wealth Management, LLC is an SEC registered investment advisor based in New York, established in May 2018. The firm specializes in providing wealth management services to individuals, high net worth individuals, trusts, estates, and retirement plans. Their investment strategy focuses on long-term, research-based decisions using low-cost, diversified mutual funds, exchange-traded funds, and individual securities. Clients have the option to place restrictions on their investments, subject to advisor acceptance. Ever Green offers financial planning services covering various areas such as investment planning, retirement planning, and education savings. The firm's fee structure for wealth management services is based on a percentage of assets under management, with negotiable fees and potential discounts for certain clients. Clients have investment discretion but can set limitations in advance. Ever Green does not charge performance-based fees, manage proprietary investment funds, or receive commissions for securities sales. The firm does not engage in directed brokerage and recommends clients use Charles Schwab & Co., Inc. as a custodian. Ever Green has no disciplinary events, and client referrals are not compensated. The firm emphasizes transparency, client communication, and adherence to a Code of Ethics. Clients' privacy and data security are prioritized, with measures in place to protect against cybersecurity risks.