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Evergreen Wealth

EST. AUM
$112,481,709

CONTACTS
3

CLIENT ACCOUNTS
357

Firm Details

Metro area Raleigh
CRD Number 326535
Website evergreenwealth.com
Client types

Overview

Evergreen Wealth is a technology‑driven comprehensive advisory service designed to help high‑net‑worth individuals optimize wealth through personalized, tax‑efficient investment strategies. Founded by Bill Harris, the platform integrates human advisors with proprietary AI tools to deliver custom-built portfolios that focus on maximizing after‑tax returns while minimizing risk. Portfolios are constructed using individual securities—rather than pooled funds—and tax optimization features such as tax‑loss harvesting, asset location, and direct equity holdings are foundational to their approach.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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