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Wealth Management Focused on Value and Customization

Financial Advisor in Seattle, WA

As a Financial Advisor in Seattle, WA, I specialize in financial planning and investment management.  Evergreen Wealth Management is a Seattle based Independent Wealth Management Company. Understanding each client’s unique situation and building highly personalized strategies is at the core of what we do. We provide education and expertise to help you reach your financial goals.

What’s your Financial Health Score?

Get started on your own, with a complimentary Financial Health Quiz!

Whether you are looking for an advisor immediately, or just beginning your research, it’s helpful to know how you stand. This quick, 5 minute self-help tool will systematically assess your current situation and highlight potential improvement opportunities for you!


Check the background of this firm/advisor on FINRA’s BrokerCheck.