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Wealth Management

Evergreen Wealth Solutions understands that every person has their own unique financial goals and needs. With this in mind, our advisors will help you develop a sustainable, comprehensive strategy that helps you protect, build, and transition your wealth for financial peace of mind for years to come.

Chapters in the Book of You

The best professional journeys are divided into chapters. From the seed and development stage to strategizing your possible exit plan, Evergreen is with you every step of the way.

Whether you’re early in your career or a retiree, sit on the board of a non-profit or own a small business, your financial roadmap is a story that should be written in chapters. Our wealth solutions aren’t one-and-done decisions, so don’t think of any action we take as a transaction. Think of these decisions as chapters in the book of you.

A Long-Term Integrated Plan

You’re in it for the long haul. So are we. We’ll show you how we’re going to work together on integrating our services to get you where you want to be. Your priorities are our priorities. We’ll create a financial plan that changes as your needs and goals do. Our wealth planning advisors will help you spend and live confidently while preparing for the unexpected.

Get Started

We Can Help You Create a Stronger Wealth Plan.

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Asset Management

After we identify your financial goals, we will help you achieve them via a plan that is tailored to you.

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Insurance Solutions

Looking for a better insurance plan for your staff? We’ll help you find the right coverage.

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Values Based Investing

We will help you invest in companies that align with what matters to you.

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Financial Planning

We’ll work closely with you to develop a financial plan for your unique needs and circumstances.

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Business Planning

With expert guidance, we’ll set the stage for success with a personalized business plan.

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Retirement Plans

Our advisors will assist you in selecting the best financial plan to make the most of your retirement.

 

Evergreen Exits supports entrepreneurs in all stages of business exits. Don’t see what you need above? Give us a call.

Resources for You

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Webinars

Enhance your financial literacy with webinars developed by our experts. Learn about investing, financial planning, and more.

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Videos

Watch our videos to help get you started on your journey toward financial freedom. Learn actionable tips to grow and protect your wealth.

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Calculators

Use our calculators to make confident decisions about your retirement savings, investments, automotive loans, mortgage, and personal finances.

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Wealth Planning for Your Future

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1000 Commerce Park Drive, Suite 416 Williamsport, PA 17701

Phone: 570.601.6960Fax: 570.215.8832

Who We Help

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©2025 Evergreen Wealth Solutions. All rights reserved.

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