# Evergreen Wealth

- **Website:** <https://evergreenwealth.com>
- **Primary alias:** `evergreenwealth.com`

## Description

Evergreen Wealth is a pioneering financial advisory service that combines technology-driven investment strategies with personalized human guidance. Founded by Bill Harris, who has a rich history in the financial sector, Evergreen Wealth is designed to meet the needs of high-net-worth individuals, particularly in high-tax states. The firm focuses on maximizing returns, minimizing risks, and optimizing taxes through its innovative techniques rooted in Nobel Prize-winning investment principles.

Offering tailored investment portfolios and expert financial advice, Evergreen Wealth employs a purpose-built technology platform that emphasizes efficient market strategies, risk management, and behavioral economics. Their custom strategies help clients navigate emotional pitfalls in investing while ensuring that financial assets are meticulously managed with attention to tax lot precision.

Set to open in January 2025, Evergreen Wealth aims to help clients build a secure financial future, allowing them to focus on living their lives while their wealth is professionally managed. With a commitment to delivering elevated performance and expert tax strategies, Evergreen Wealth stands as a new generation of wealth management solutions.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_
- 💰 Investing _(under Finance)_

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idZbaG-v9H/w/256/h/256/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1783656496299)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| White | #ffffff | light |
| Brown Rust | #a95336 | accent |
| Woodsmoke | #111315 | dark |

## Fonts

- var(--_font-family---heading) — asset _(custom)_
- Arial — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idZbaG-v9H/w/1584/h/396/id762RKbze.jpeg?c=1bxid64Mup7aczewSAYMX&t=1771013777273)

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_Source: <https://brandfetch.com/evergreenwealth.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._