What Evergreen Wealth Solutions does

Evergreen Wealth Solutions, LLC is a private registered investment advisor (RIA) founded in 2015, headquartered at 1000 Commerce Park Drive, Suite 416, Williamsport, Pennsylvania. The firm operates as a small (1-10 employees) ensemble practice providing fee-based wealth management, financial planning, insurance, retirement, and business planning services to four client segments: individuals and families, entrepreneurs, institutional clients, and financial advisors. Service delivery follows a three-step process — initial consultation, 360-degree financial analysis, and continuous plan monitoring and adjustment — and is led by founder and president Andrew Harris.

The firm's technology stack is fully built on third-party industry platforms rather than proprietary systems: Orion serves as the wealth management and portfolio reporting platform, eMoney powers financial planning analysis, EG360/Investor 360 supports client portfolio workflows, and Fidelity Investments provides clearing, custody, and brokerage infrastructure. The firm has no proprietary patents, trademarks, AI/ML capabilities, mobile application, or disclosed technology investment beyond its third-party integrations.

Go-to-market is consultative and relationship-based, combining direct advisory sales with content marketing demand generation — including whitepapers, webinars, videos, market updates, financial calculators, and the "Plan Well Live Well" podcast distributed across Apple Podcasts, Spotify, TuneIn, Deezer, Stitcher, and iHeart Radio. Pricing is not publicly disclosed; as a registered investment advisor, fees are most likely AUM-based or fee-only recurring engagements. No funding rounds, M&A, ownership disclosures beyond founder Andrew Harris, or institutional investor backing have been disclosed.

Name

Evergreen Wealth Solutions

Legal name

Evergreen Wealth Solutions, LLC

Website

https://evergreenwealthsolutions.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

Evergreen Wealth Solutions is a private, founder-led registered investment advisor in Williamsport, Pennsylvania, providing fee-based wealth management, financial planning, and retirement services to individuals, families, entrepreneurs, and institutional clients via an ensemble advisor model on third-party platforms.

Ownership category

akta.pro rank

Headquarters

HQ city

Williamsport

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Investment Advisory Services: Registered investment advisor providing fee-based wealth management and financial planning services to individuals, families, entrepreneurs, and institutional clients.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Evergreen Wealth Solutions is a registered investment advisor (RIA) operating as an ensemble practice that delivers personalized wealth management, financial planning, and advisory services to individuals, families, entrepreneurs, and institutional clients. The firm follows a structured three-step process of initial consultation, comprehensive financial analysis, and ongoing plan monitoring/updates, while leveraging third-party platforms such as Orion, eMoney, and EG360 for portfolio management and financial planning.

Product overview

Evergreen Wealth Solutions is a client-centric wealth management firm that operates as an ensemble practice, offering personalized financial planning and advisory services. The firm provides its services across multiple client segments: Individuals & Families, Entrepreneurs, Institutional clients, and Financial Advisors. The firm does not appear to offer a technology product platform; rather, it delivers services through a structured three-step process: initial consultation, comprehensive financial analysis, and ongoing monitoring and plan adjustments. The firm provides educational resources including whitepapers, webinars, podcasts, videos, and financial calculators to support client education and engagement.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management for Individuals & Families Personalized wealth management and financial planning services for individual investors and families, covering wealth building, retirement planning, and ongoing financial goal achievement.
• Wealth Management for Entrepreneurs Specialized financial planning for business owners with complex financial situations, including business exit planning, estate planning, tax-efficient investing, and wealth preservation.
• Institutional Investment Management Professional investment management and fiduciary services for institutional clients requiring portfolio management and fiduciary compliance support.
• Comprehensive Financial Planning Collaborative financial planning service combining initial consultation, 360-degree financial data analysis, and continuous plan updates tied to changes in tax laws and markets.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

Four partnerships are on record, tiered core.

• OrioncoreTechnology or IntegrationOrion serves as the wealth platform provider for Evergreen Wealth Solutions, providing portfolio management and reporting technology infrastructure.
• eMoneycoreTechnology or IntegrationeMoney is used as the financial planning platform, enabling comprehensive financial planning and analysis capabilities for clients.
• EG360 (Investor 360)coreTechnology or IntegrationEG360/Investor 360 platform utilized for client portfolio management and reporting.
• Fidelity InvestmentscoreTechnology or IntegrationFidelity provides clearing, custody, and brokerage services. Described as a service provider with no legal partnership or agency relationship.

Expansion highlights3 records

Broad incumbents

• Edelman Financial Engines: Large fee-only RIA serving individuals, families, and employer-plan participants with planning-led advice. Comparable segment coverage and fee-based model.
• Cetera Financial Group: Large independent advisor network serving individuals, families, and small institutions — competes for the same advisor and client pool Evergreen targets.
• Commonwealth Financial Network: Hybrid RIA support platform providing custody, technology, and practice management to independent advisors — relevant as a structural alternative Evergreen's clients could migrate to.
• Mariner Wealth Advisors: Large multi-family-office-style RIA serving individuals, families, entrepreneurs, and institutions. Directly comparable multi-segment RIA model, though at much greater scale than Evergreen.
• Creative Planning: National fee-only RIA offering wealth management, financial planning, retirement, and institutional services. Closely mirrors Evergreen's multi-segment service menu at enterprise scale.
• Carson Group: RIA-supporting platform and wealth management firm with collaborative team-based advisor model — conceptually aligned with Evergreen's ensemble practice positioning.

Others

• Orion Advisor Solutions: Wealth-management technology vendor whose platform underpins Evergreen's portfolio operations. Included as an enabling technology peer shaping Evergreen's service economics.

Direct peers

• Destination Wealth Advisors: Independent RIA providing financial planning, investment management, and retirement advisory to individuals and business owners — similar ensemble/small-team RIA profile.
• Modera Wealth Management: Fee-only RIA serving individuals, families, and institutions with planning-led advice. Closely comparable scale and service mix to Evergreen.
• Sequoia Financial Group: Mid-size fee-only RIA offering wealth management, financial planning, and institutional services. Similar size tier and multi-segment offering to Evergreen.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

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 Solutions