Evergreen Capital Management is a financial planning and wealth management firm based in Grandville, Michigan. Guided by the aim of building a better financial future together, the firm serves individuals and businesses with personalized services designed around clients’ goals, circumstances, and priorities. Its team brings more than 90 years of combined experience in financial planning and wealth management.

Services include tailored investment strategies that take into account each client’s objectives, risk tolerance, and financial situation. The firm’s wealth management offering brings together investment planning, retirement strategies, and tax considerations, with a focus on protecting and growing wealth across generations. Its financial planning service helps clients develop a personalized roadmap for decisions throughout life, including budgeting and legacy planning. For businesses, Evergreen partners on the strategic design of employer-sponsored retirement plans intended to support employee well-being and organizational goals.

Evergreen Capital Management LLC offers securities and advisory services through LPL Financial, a registered investment advisor and FINRA/SIPC member.