Our Services


  • Coordinating, developing and implementing comprehensive financial and estate plan strategies
  • Coordinating trust services including individual, charitable, revocable, and irrevocable
  • Developing tax efficient investment strategies
  • Searching and selecting investment managers
  • Analyzing the Impact of concentrated positions on overall portfolio
  • Exercising cashless stock options
  • Protecting or converting low cost basis security holdings
  • Reporting for consolidated/composite portfolios

At Evergreen Direct, we help clients develop and implement customized investment programs tailored to unique needs and circumstances.

Our Services Include:

  • Providing strategic financial planning for retirement income when career ends
  • Budgeting and cash flow analyisis
  • Developing asset allocation strategy and investment policy
  • Searching and selecting investment managers
  • Monitoring investment performance
  • Providing estate planning advice
  • Consulting on post-career interests

Our comprehensive services help clients effectively respond to a variety of financial decisions and objectives.