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Evergreen Wealth Solutions, LLC

Headquartered in WILLIAMSPORT, PA

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Firm Information

Evergreen Wealth Solutions, LLC is a registered investment advisor based in Williamsport, PA, with a total of $390,570,332 in regulatory assets under management. The firm offers financial planning, portfolio management for individuals, and selection of other advisors. Their client base includes individuals, corporations, charitable organizations, and high-net-worth individuals.

Evergreen Wealth Solutions, LLC

1000 COMMERCE PARK DRIVE

WILLIAMSPORT, PA 17701

$390.57M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

EVERGREEN WEALTH SOLUTIONS, LLC has a total of 1 branch locations across the country.
location

WILLIAMSPORT, PA

Advisors at Evergreen Wealth Solutions, LLC

View All 7 Advisors
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Andrew C Harris

RA

WILLIAMSPORT, PA

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Michael Paul Kolb

CFP®, RA

WILLIAMSPORT, PA

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Jesse James Cornell

RA

WILLIAMSPORT, PA

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James Jonathan Dinsmore

CFP®, RA

WILLIAMSPORT, PA

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Todd Michael Rishel

CFP®, RA

WILLIAMSPORT, PA

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Justin Chase Warfel

RA

WILLIAMSPORT, PA

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Edward Vincent Barone

RA

WILLIAMSPORT, PA

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Disclosures

There are no public disclosures for Evergreen Wealth Solutions, LLC.

Frequently Asked Questions (8)

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