Join EverGreen

Join EverGreen

Join EverGreen

Join EverGreen

Join EverGreen

Join EverGreen

Join EverGreen

EverGreen Advisors

EverGreen Advisors

EverGreen Advisors

EverGreen Advisors

EverGreen Advisors

Join EverGreen

Join EverGreen

Join EverGreen

Join EverGreen

Join EverGreen

Join EverGreen

Join EverGreen

EverGreen Advisors

EverGreen Advisors

EverGreen Advisors

EverGreen Advisors

EverGreen Advisors

EverGreen Independent Advantage

In business for yourself, and not by yourself...


When you are in business for yourself you should expect to:

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  • Take home more from your earnings

  • Have a say in the products your clients invest in

  • Be appreciated for your clients success and not by company performance measurements

  • Have 100% equity in your practice and final say in your succession strategy.

  • Be teamed with business partners that understand your practice and your goals.

When you experience the EverGreen Independent Advantage, you will benefit from more than 25 years as a Fee-Only Registered Investment Advisor (RIA).  This experience allows advisors to combine the strengths of their business with the trust, accountability, and support of EverGreen.



EverGreen Advisor Partners benefit from EverGreen's experienced investment strategy processes, operations partners, and marketing support, all while retaining their independence and control of their businesses. 



Succession Planning Solution

As an added value to our advisors piece of mind, we provide a succession solution that enables an advisor a "day 1" exit plan that avoids the need to find a viable bid to sell their business.  Our plans, offered to all advisors, are done on a case by case basis. We even offer a lifetime payout option for qualified advisors.

Going Independent

If you maintain appropriate licenses, experience and assets under your management, please contact EverGreen for a confidential discussion on how going independent and becoming associated as a Fee-Only advisor partner, could substantially increase your opportunities and your income.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through TradePMR, Inc. Member FINRA/SIPC. Advisory services offered through EverGreen Capital Management. 

CONTACT

EVERGREEN

CAPITAL MANAGEMENT

909 N 96th Street 

Suite 101

Omaha, NE 68114

402.392.1220