"I have stocks in this account, IRA somewhere else, 401(K) at a former employer, life insurance with this agent, life insurance policy at work, my CPA prepares my tax return but doesn’t talk about investments, my broker only knows what’s at his/her firm, and I have no idea how everything will come together!"

Does any of this sound familiar? We are here to help you make sense of your financial choices and assist you in whatever your financial needs may be. Don’t wait, start today!

Financial Planning

Financial plans are as varied as the people we work with. We believe it is critical to spend time understanding both your needs and dreams before we provide any advice. Then we will create a customized plan for you and help you put it into place.

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Investment Management

Managing money requires several elements to be successful. An understanding of financial markets, time dedicated to following the markets, strategies to take advantage of market trends and an ability to make investment decisions that are devoid of emotions are all on the “required list.”

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Fee Based vs. Commission

EverGreen believes that clients are best served by providing 100% fee based financial services. This business model eliminates conflicts of interest, placing the needs of clients first. This model eliminates the question on the part of the client: Is this recommendation really in my best interest?

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About Us.

EverGreen Financial Services, Inc. is a fee-only financial advisory, investment management and tax preparation firm located in Greenville, South Carolina. The firm offers financial asset management services for clients who do not require our planning offerings. The managing director of the firm is Michael Helms. Michael holds the Certified Financial Planner™ (CFP®) designation in addition to the Certified Public Accountant (CPA) designation. He has provided financial and investment advice to clients for more than 20 years.

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