Evergreen Gavekal

Since 1983, advisors at Evergreen Gavekal have put their clients’ interests above all else. We help clients align their financial picture with their goals. Our professionally directed wealth management services include public portfolio management, private placement operators, financial planning, tax accounting**, estate planning, business advisory services, legacy planning and risk management consulting. A team-based approach leans on the professionalism of experienced individuals who specialize in differing areas. Our subject matter professionals are firm-wide resources and communication is quarterbacked by the advisor. Complex projects such as tax strategy or significant asset sales are thoughtfully managed with a broad suite of resources. Operating in a fiduciary capacity as an independent Registered Investment Advisor (RIA)* means quality and transparency are not optional, they're required. The firm’s leadership has prioritized succession planning, not just for clients but our own business. We are built to manage multi-generational wealth. As of September 30, 2025, Evergreen Gavekal manages $6.8B of assets.*Registration with the SEC does not imply any certain level of skill or training.**Tax services are provided by Evergreen Sterling Kuder. Evergreen Sterling Kuder is a separate entity, which is majority owned by Evergreen Gavekal.