About Company

Evergreen Wealth Management is a fiduciary financial advisory firm based in Boston that offers flat-fee, transparent, and personalized financial planning and wealth management services. The company is led by CFP® fiduciary Nick Stevens and focuses on helping clients, especially those over 50, simplify their investments, retirement income, and tax planning under one clear monthly fee without commissions or asset-based fees. Evergreen Wealth Management aims to provide conflict-free guidance tailored to each client's best interests, creating customized retirement roadmaps and comprehensive wealth management plans. The company serves clients both locally in Boston and nationwide, emphasizing clarity, trust, and a goal-based approach to retirement planning.

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