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Justin Chase Warfel

Evergreen Wealth Solutions, LLC

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About Justin Chase Warfel

Justin Chase Warfel is an Investment Advisor Representative at Evergreen Wealth Solutions, LLC. Justin is registered in Pennsylvania and has been in the industry since 2014. Justin specializes in providing financial planning, portfolio management for individuals, and selection of other advisors. Justin also provides services to individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and individuals other than high-net-worth. Justin is also an Athletic Trainer and works part-time at Geisinger Medical Center.

Firm Information

Justin Warfel is currently registered with Evergreen Wealth Solutions, LLC. 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.

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Justin Warfel’s Registration & Firm History

PA

09/29/2023 - Present

Evergreen Wealth Solutions, LLC (WILLIAMSPORT PA)

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Licenses & Designations

IA

Issued 07/03/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin Chase Warfel.
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