Financial planning isn’t just about the numbers, it’s about your life. But it can be difficult to know where to start and how to create a plan that reflects your values, personality, goals, and circumstances.
At Evergreen Wealth Management, we understand how difficult it can be to find the time or energy to devote to necessary but overwhelming tasks, such as investing and financial planning. Our priority is to help you manage your finances and take action to achieve your financial goals.
What We Do
Evergreen Wealth Management is an independent wealth management firm focused on providing ultra-custom financial planning and investment management services to individuals and businesses. We offer our financial planning services, resources, and ongoing management with a goal of helping you succeed in life.
Through our tested process, we first take the time to discover what’s important to you, what makes you tick, and what concerns and needs you have, not only financially, but personally. From there, we analyze your unique information and create a step-by-step blueprint that will lead you closer to your goals. At each point in the process, we work with our clients to educate and coach them through the financial planning and investment management process and make sure their plan is the right fit for them.
We offer a wide range of services, from investment and risk management to retirement and college planning. We focus on retirement income planning, including Social Security and pension maximization techniques and tax-efficient investment strategies. Regardless of the specific services we provide, our focus is on helping clients feel more confident and less worried about their future by knowing we are here to guide and look out for them.
Who We Serve
We serve a wide range of clients, both those in the accumulation and distribution phases of their life. While our clients may vary in age and profession, they share a commonality: they all have a sincere interest in learning how to optimize their financial situation.
Both sets of clients have different needs, outlooks, and aims, so we first focus on developing a long-term relationship. We believe this is one of the reasons clients choose to work with us. We take the time to go deep with each person we serve, building the relationship and creating trust. We listen to our clients and respect their goals and wishes. Additionally, by working with an independent financial advisor, they have access to a wide range of products and services and an unbiased guide who does not have to meet quotas or goals.
While we are based in Seattle, Washington, we serve clients beyond the Seattle city limits, including Edmonds, Everett, Bellingham, Kirkland, Bellevue, Federal Way, and Ellensburg. In line with our commitment to going above and beyond for our clients, if you cannot make it out to our offices, we come to you in the form of old-fashioned house calls. We are so passionate about helping you take control of your finances that we don’t want anything, including distance, to get in your way.
Can We Help You?
Are you looking for a financial partner you can trust to objectively guide you toward your goals and help you navigate your financial milestones? If you’d like to learn more about our unique process and how we may be able to help you work toward your financial goals, reach out to us for a complimentary consultation. Send me an email at email@example.com or call me at 206-357-8428 x5028.
David Stanfield is the founder of Evergreen Wealth Management with 20 years of industry experience. David is passionate about developing long-term relationships with his clients and creating tailored plans to help each client move closer to their financial goals. He serves clients in Seattle and beyond, including Everett, Bellevue, Kingston, Kirkland, Bellingham, Federal Way, Bothell, Shoreline, Edmonds, Port Townsend, Mukilteo, Bainbridge Island, Kitsap county, Cle Elum and Ellensburg. He graduated from the Foster School of Business at the University of Washington in 1998 with a degree in Finance. He is also an Enrolled Agent (EA) and has technical expertise in the field of taxation. Raised in Seattle, WA, Dave currently lives in Edmonds, WA with his wife, Irene, and their son, Egan. Outside of the office, Dave is a licensed private pilot, enjoys fishing, golf, and traveling. He is also an active real estate investor and received a Certificate in Commercial Real Estate from the University of Washington and is a member of a National Real Estate Investing Association. Learn more about Dave by connecting with him on LinkedIn.
Securities offered through Regulus Advisors, LLC. Member FINRA/SIPC. Investment advisory services offered through Regal Investment Advisors, LLC, an SEC Registered Investment Advisor. Regulus Advisors and Regal Investment Advisors are affiliated entities. Evergreen Wealth Management, LLC is independent of Regulus Advisors and Regal Investment Advisors.