Overview

Evergreen Wealth is a digital Registered Investment Advisor that blends human financial advisors with an AI engine, Evergreen Intelligence, to offer tax-aware investment management for affluent and high-net-worth clients. Its core product, Dynamic Portfolios, is built from hundreds of individual securities to enable direct indexing and daily tax-loss harvesting, aiming to maximize after-tax returns, with a consolidated view of all money via desktop and mobile apps secured with biometric authentication. The firm operates under a fiduciary model and charges a single all-inclusive advisory fee based on assets under management, with banking and brokerage services provided through partner institutions. Its goal is to deliver tax-efficient investing and comprehensive financial planning through a transparent, AI-assisted human advisor approach for high-tax-state taxpayers.