What Evergreen Wealth Management does

Evergreen Wealth Management is a privately held independent wealth management firm headquartered in Seattle, WA (1700 Seventh Avenue, Suite 2100) with a secondary office in Scottsdale, AZ (7047 E Greenway Pkwy, Suite 250). Founded by Dave Stanfield, a CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent (EA), the firm delivers financial planning, investment management, tax preparation, and Social Security optimization services to individuals, families, and small businesses. Its primary customer segments are families in the accumulation phase and pre-retirees/Baby Boomers, with secondary segments for individuals in life transitions and virtual/remote clients served nationwide via Zoom. The firm operates under a hybrid segmentation approach across these personas and delivers services through a five-step process of discovery meeting, analysis, strategy presentation, implementation, and ongoing monitoring.

The firm's core technology stack is the Right Capital financial planning platform, used to produce Monte Carlo simulations, detailed 1040 tax projections (Schedules A, B, and D), Roth conversion analysis, Social Security claiming optimization, and debt payoff scenario analysis. Investment advisory services are delivered through a partnership with Regal Investment Advisors, LLC, an SEC Registered Investment Advisor, providing the regulatory infrastructure while Evergreen retains independent branding and ownership. The open-architecture investment platform supports both actively managed strategies and low-cost index/ETF approaches. The firm maintains no proprietary AI/ML capabilities, no native mobile applications, and no public API; technology is delivered through third-party planning software, vendor integrations, and standard communication tools.

Evergreen Wealth Management's revenue model is overwhelmingly recurring, based on a tiered advisory fee on assets under management ranging from 0.95% annually on the first $500,000 down to 0.50% on assets above $3,000,000, billed quarterly. Financial planning guidance is bundled into the advisory fee at no additional cost. Supplemental revenue comes from a $350 one-time Two-Appointment Financial Planning Package, Enrolled Agent-led tax preparation services, and complimentary Social Security review meetings used as lead-conversion tools. Customer acquisition is sales-led via direct advisor consultations, supported by a content marketing engine (blog, video library, podcast, social media), online Calendly scheduling, and a 15-minute complimentary consultation funnel. No funding rounds, M&A activity, or institutional ownership are disclosed.

Name

Evergreen Wealth Management

Legal name

Evergreen Wealth Management LLC

Website

https://ewealthmanage.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

Evergreen Wealth Management is an independent RIA in Seattle and Scottsdale that delivers financial planning, investment management, tax preparation, and Social Security optimization to individuals, families, and small businesses via recurring AUM-based advisory fees.

Ownership category

akta.pro rank

Product category

Wealth Management & Financial Planning

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Wealth management services
• Financial planning advisory
• Investment management
• Tax preparation services
• Social Security optimization

Headquarters

HQ city

Seattle

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Advisory Fee on Assets Under Management: Compensation is earned as an advisory fee based on a percentage of assets under management. Financial planning guidance is included at no additional cost. Fee schedule decreases as assets under management increase, providing alignment of interests.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Evergreen Wealth Management is an independent Registered Investment Advisor that delivers personalized financial planning and investment management services to individuals, families, and small businesses under a fiduciary standard of conduct. Its core offerings are compensated primarily by recurring advisory fees on assets under management (tiered from 0.95% to 0.50%), bundled with financial planning guidance at no additional cost, plus an in-house tax preparation service delivered by an Enrolled Agent and a standalone $350 Two-Appointment Financial Planning Package for clients not pursuing an ongoing advisory relationship.

Product overview

Evergreen Wealth Management is an Independent Wealth Management Company offering a unified advisory relationship combining Financial Planning and Investment Management services. The core offering is an investment advisory service compensated by an assets-under-management (AUM) fee schedule (0.95% for the first $500,000 declining to 0.50% for assets above $3,000,000), with financial planning guidance included at no additional cost. Supporting paid services include a standalone Two-Appointment Financial Planning Package ($350) for clients seeking a one-time plan without ongoing advisory, Tax Preparation by an Enrolled Agent, and Social Security Strategies with a complimentary review meeting. The firm serves families, pre-retirees/baby boomers, individuals in life transitions, and virtual clients across the U.S., delivering services in person at Seattle, WA and Scottsdale, AZ offices, or virtually via Zoom. Planning is supported by Right Capital software.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Human-delivered financial planning service covering retirement income strategies, charitable planning, Social Security maximization, pension maximization, college planning, 401(k) reviews, small business retirement savings plans, asset allocation guidance, asset location strategies, and tax-efficient investment strategies. Included at no additional cost within the ongoing advisory relationship; for individuals and families in both the accumulation and distribution phases of life.
• Investment Management Portfolio management service using an open-architecture investment platform. The process covers determining asset class mix (domestic/foreign stocks, bonds, alternatives, cash), selecting investment categories, choosing between active management and low-cost index/ETF approaches, and conducting ongoing portfolio reviews and rebalancing. For individuals, families, and businesses seeking customized asset allocation.
• Tax Preparation Tax preparation service offered by an Enrolled Agent (EA), covering individual federal and state tax returns, review of tax planning strategies such as Roth conversions, and identification of missed itemized deductions. Applicable to clients with taxable brokerage accounts, rental property transactions, self-employment income, charitable donations, and other complex tax situations.
• Social Security Strategies Advisory service analyzing Social Security claiming options, including timing decisions relative to Full Retirement Age (FRA), spousal coordination, working-while-collecting implications, and integration with broader retirement income plans. Includes a complimentary Social Security review meeting. For pre-retirees and retirees seeking to maximize lifetime benefits.
• Two-Appointment Financial Planning Package Standalone $350 package delivering a software-generated retirement report with long-range projections across average and down-market scenarios, an opinion on existing investments with a new customized investment proposal, and a written financial plan with specific action items based on client goals and preferences. For prospective clients not seeking an ongoing advisory relationship.

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Regal Investment Advisors, LLCcoreTechnology or IntegrationInvestment advisory services are offered through Regal Investment Advisors, LLC, an SEC Registered Investment Advisor. Evergreen Wealth Management LLC is independent of Regal Investment Advisors. The relationship provides regulatory infrastructure and investment advisory platform services while maintaining independence.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Edelman Financial Engines: Large independent RIA offering integrated financial planning, investment management, and tax preparation to mass-affluent and HNW households nationwide. Highly comparable to Evergreen's bundled planning-plus-tax value proposition, though at significantly greater scale.
• Creative Planning: One of the largest independent RIAs in the U.S., providing fiduciary wealth management, financial planning, and tax services to individuals and families. Directly comparable business model to Evergreen, with a similar emphasis on independent RIA status and integrated services.
• Personal Capital / Empower Personal Dashboard: Hybrid digital wealth management platform combining proprietary tech with human CFP™ advisors serving mass-affluent and HNW clients. Comparable to Evergreen on virtual delivery and AUM-fee advisory, though differentiated by tech platform scale.
• Fisher Investments: Large independent investment management firm primarily serving HNW individuals and institutions. Comparable as a large independent RIA operating outside the wirehouse model, though focused more on portfolio management than on integrated tax and financial planning.

Direct peers

• Facet Wealth: Digital-first financial planning firm serving mass-affluent clients virtually with flat-fee CFP™ advice. Closely comparable to Evergreen's virtual delivery model and mass-affluent target segment, with a more tech-forward subscription pricing model.
• Carson Group: RIA support and wealth management platform serving independent financial advisors with compliance, technology, and investment infrastructure. Comparable as a peer in the independent RIA ecosystem targeting individual advisor practices, though operating at platform scale rather than as a single practice.
• Mariner Wealth Advisors: Independent RIA providing comprehensive financial planning, investment management, tax, and estate services to individuals and families. Direct peer to Evergreen on integrated service mix and independent RIA positioning, with substantially greater scale.
• Buckingham Wealth Partners: Independent RIA offering goal-based financial planning and investment management to mass-affluent and HNW clients. Comparable independent fiduciary model and target client base to Evergreen, with similar tax and Social Security planning emphasis.

Emerging players

• Wealthfront: Automated investment advisory platform targeting mass-affluent and younger clients with low-cost, tech-driven portfolio management. Adjacent competitor to Evergreen on mass-affluent AUM-based pricing, with a pure-robo model rather than human advisor-led delivery.
• Betterment: Leading robo-advisor offering automated financial planning and investment management to mass-affluent clients at low fees. Comparable to Evergreen on mass-affluent target segment and AUM-style recurring revenue, though differentiated by pure digital/automated delivery.

Market position

Strengths5 records

Weaknesses3 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/in/davestanfield
• Facebookfacebook.com/evergreenwealthmanagement
• Xtwitter.com/evergreenwealth
• Instagraminstagram.com/evergreenwealthmanagement

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Evergreen Wealth Management