Mary CFP's Contact Details

Mary CFP's Company Details

Evergreen Wealth Management

Seattle, Washington, United States • 1 - 10 Employees
Financial Services

Evergreen Wealth Management an independent wealth management company based in Seattle. Here are ways that we can work together:1. Financial Plan Development: You may wish to have a custom financial plan developed, but want to implement the strategy on your own. We can develop the plan for a competitive hourly fee. You can then take the plan, written suggestions and investment proposal and implement the strategy on your own.2. Financial Planning and Investment Management: In this scenario, we would not charge you for the development of a Financial Plan. Here, we would charge a competitive fee as a percentage of your assets that we are managing.3. Hybrid: You may wish to pay for a custom financial plan and have us manage a portion of your total assets. You will continue to self mange the other portion of your assets and/or leverage other existing money managers.No matter which path you choose to work with us, the first step is always a complimentary initial consultation. If you have questions, we would love to hear from you. Please call or email us to schedule a meeting and begin working toward optimizing your investments.Investment advisory services offered through Regal Investment Advisors, LLC, an SEC Registered Investment Advisor. Registration with the SEC does not imply any level of skill or training. Evergreen Wealth Management, LLC is independent of Regal Investment Advisors.