Founding CEO

Chief Financial Officer

How to Slash Your Taxes – Interview with Former PayPal and TurboTax CEO Bill Harris

Fintech founder wants more financial advisors to consider taxes

Three ways investors can minimize their tax payments

Why Investments Are Key To Tax Savings

Wealth Advisor

Evergreen Wealth is a dynamic, early-stage Registered Investment Advisor focused on providing hyper-personalized financial advice and tax-efficient investment strategies for affluent clients. As a Wealth Advisor, you will redefine wealth building by merging fiduciary expertise with cutting-edge financial technology, delivering personalized investment experiences and guiding clients through significant life transitions.

Sign up with Google

Sign in with Google