Evergreen Wealth Management
Evergreen Wealth Management is a fee-only, fiduciary firm led by Nick Stevens, CFP®, serving clients in Boston and nationwide.We charge a flat fee of $725/month — regardless of portfolio size. No AUM percentages, no commissions, no hidden fees. Whether you have $500,000 or $5 million, you pay the same transparent fee for comprehensive, ongoing financial planning and investment management. Nick brings 20 years of experience, including 12 years at Fidelity Investments. He founded Evergreen to deliver big-firm planning depth with boutique-level personal service — every client works directly with him. Our flat fee includes: investment management with custody at Charles Schwab using low-cost index funds, financial planning through eMoney, tax return analysis via Holistiplan, retirement income and withdrawal strategy, Social Security and Medicare optimization, Roth conversion planning, and coordination with your CPA and estate attorney. We specialize in pre-retirees and retirees with $500,000 to $5 million+ in investable assets who want deep, ongoing planning — not just portfolio management — at a fraction of what most AUM advisors charge. Available in person (Boston area) and via Zoom nationwide.Schedule a free introductory call: https://calendly.com/evergreenretirement/initial-financial-consultation
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