Evergreen Wealth Solutions Overview
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Evergreen Wealth Solutions
Summary
Evergreen Wealth Solutions is a client-centric wealth management firm offering personalized services for individuals, families, businesses, and institutions. We view managing your wealth as a unique o...Show more
Industries
Financial Services
Headquarters Location
Employees Size
1-10 employees
Specialties
Asset Management, Insurance Solutions, Email Protection, Sustainable and Responsible Investing, Financial Planning, Business Planning, Retirement Plans, Financial Plans, Wealth Solutions, Financial Advisors, Wealth Management Firm
Founded
2015
Contact Evergreen Wealth Solutions
Organization Website
Social Links
Phone Number
(570)601-6960
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2002 | Privately Held | 25 - 100 | 7M | $0 | |
| 2015 | Partnership | 1-10 | - | $- | |
| 2018 | - | 10-50 | - | $- |
Employees Turnover 2 quarter 2025
Contact top employees from
Evergreen Wealth Solutions
Andrew Harris
Wealth Manager, President of Evergreen Wealth Solutions
Lisa Lytle
Client Relationship Manager
Georgia Potts
Operations Manager
Kate Visco
Business Development Manager
Michael Kolb
Director of Planning & Investments
Jesse Cornell
Associate Financial Advisor
James Dinsmore CFP®
Wealth Manager and CFP®, CLU®, LUTCF®
Todd Rishel
Wealth Manager
Cody Street
Administrative Assistant
Justin Warfel
Associate Advisor
