Join Our Team
Our company is revolutionizing financial planning services. You can be part of it. We are always looking for dedicated, hard-working, and ambitious individuals who want to be part of the solution.Apply Now
Our 5 Core ValuesEvergreen Wealth Solutions is a client-centric financial planning firm. We’re real people serving real individuals. We believe that the client’s interests always come first. Our five core values govern everything we do.
Why Choose Us
I am inspired and challenged getting to work with a team of experienced professionals to come up with the best solutions for a given problem while demonstrating genuine concern for the clients' wellbeing. I am also passionate about the opportunity to connect individuals and institutions with their values through socially responsible investing (SRI). I believe that investing is ownership and we should all be mindful of the impact our investments have on the various stakeholders they interact with.- Kate Visco