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A People-First Wealth Management Company

Whether you’re an individual, couple, or have children, our advisors will develop a sound financial plan that is tailored to your needs and specific circumstances.

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We Have Your Best Interest at Heart

Whatever stage of life you or your family are in, Evergreen Wealth Solutions can help you achieve financial freedom. We’ll help you develop a plan to save for your child’s education, or make the most of your hard-earned retirement savings. Whatever financial support you need, our team is ready to listen and assist you.

Financial Plans Designed with People in Mind

Do you want to learn more about Wealth Management?

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Financial Planning

We will help you design a plan for your current needs and future goals.

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Asset Management

Our advisors will help you make informed decisions on how to use your assets.

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Insurance Solutions

We will help you find the best insurance solutions for your loved ones.

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Retirement Plans

We’ll help you enjoy life after retirement to the fullest with a customized financial plan.

How We Help

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Beginning Your Journey

  • Building a financial foundation that encompasses emergency funds; risk management; and health, disability, life, and property and casualty insurance
  • Maximizing employment retirement plans
  • Personal investment accounts
  • Developing personal and financial goals
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Building Wealth & New Responsibilities

  • Married and having children – time to review your risk management
  • Wills, financial POA, health care directives
  • Review beneficiaries on all accounts
  • Developing personal and financial goals
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Empty Nest & Visioning Life After Your Career

  • Review and update wills and estate planning
  • Review your risk management. Your risks change with wealth, age, and life stages
  • Review your goals. Are you on the path to your desired retirement age? What does your retirement look like? Travel? A second home? Pursuing your passions?
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Enjoying Your Life's Work

  • It’s time to live and enjoy the dreams and goals you established years ago
  • Review your risk management plans — you’re in another life stage, and your risks have changed again
  • Estate and Legacy Planning — Who, what, when — and how will your estate be distrusted to heirs, charities, and benefactors?

Frequently Asked Questions

Read some of our most frequently asked questions below to see if our services are right for you.

How can Evergreen Wealth Solutions help individuals or families?

Our registered investment advisors will develop a customized financial plan based on an individual’s or family’s specific circumstances, needs, and goals. We have the expertise to help you achieve financial freedom.

What financial services do you provide?

We can help you save for your child’s college education, enjoy the next chapter of your life with strategic retirement savings plans, and build your investments.

What types of clients do you work with?

We help individuals, families, business owners, and institutions achieve their financial and investment goals.

What is the best way to contact you?

Please visit our contact page and fill out the form. You can also call us at 570.601.6960.

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Solutions to Support Your Goals

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Evergreen Wealth Solutions Logo

1000 Commerce Park Drive, Suite 416 Williamsport, PA 17701

Phone: 570.601.6960Fax: 570.215.8832

Who We Help

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  • Individuals & Family
  • Entrepreneurs
  • Institutional
  • Advisors
  • Resources
    • Videos
    • Market Update
    • Webinar
    • Our Partner
    • Podcasts
    • Whitepapers
  • Contact Us