Evergreen Wealth Solutions, LLC

Evergreen Wealth Solutions, LLC is an independently registered investment adviser specializing in wealth management services since January 2019. Owned by Andrew Harris, the firm offers tailored financial strategies for individuals, families, trusts, charitable organizations, and corporations. Their mission is to enhance clients' financial well-being by aligning strategies with their unique goals. Services include financial planning for major life transitions beyond retirement, asset management on a discretionary basis, and non-discretionary investment management. Clients can make deposits or withdrawals at any time, with a tiered fee schedule ranging from 1.25% to 0.40% based on assets under management. The firm may recommend third-party money managers for certain portfolios and offers business exit planning services. Evergreen Wealth Solutions has a custodial relationship with Fidelity Institutional Wealth Services and a service provider relationship with Commonwealth Continuum Advisors. The firm does not charge performance-based fees and acts as a fiduciary, prioritizing clients' best interests. Clients are encouraged to review financial plans annually and have the option to place restrictions on investments. The firm does not vote on client securities and does not require prepayment of fees beyond six months.