Evergreen Wealth Management
A+ Grade
Estate Planning Law in Back Bay
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Financial Advising
•
Back Bay
(3 reviews)
Open · 8:30 AM — 5 PM
$ - $$
Working with Nick at Evergreen Retirement Planning was the best financial decision! I initially reached out because I...
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Satisfaction
100%
Response Rate
100%
As Described
$ - $$
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L
Nick has been my parent's financial advisor for many years and he's done a great job growing and protecting their investments. Our family trusts him completely. When my father was ill, Nick went above... Nick has been my parent's financial advisor for many years and he's done a great job growing and protecting their investments. Our family trusts him completely. When my father was ill, Nick went above and beyond to help us make sure his affairs were in order. I would recommend Nick without reservations and I love that he charges a flat fee instead of a percentage. Read More
About Evergreen Wealth Management
Why pay the financial industry a percentage of your wealth every year just to get advice? At Evergreen Wealth Management, founder and Certified Financial Planner Nick Stevens, CFP® has replaced that outdated model with one flat monthly fee. No asset-based fees. No commissions. No surprises. We're a fee-only financial planning and investment management firm in Boston serving individuals and families nearing or in retirement. Our services include retirement income planning, tax-efficient investment management, Social Security optimization, estate planning coordination, and ongoing financial guidance — all for one transparent monthly cost. Our focus is simple: keep more money in your pocket while giving you the clarity you deserve.
Reviews
(3) Reviews for this company
L
Lauren
5
Nick has been my parent's financial advisor for many years and he's done a great job growing and protecting their investments. Our family trusts him completely. When my father was... Nick has been my parent's financial advisor for many years and he's done a great job growing and protecting their investments. Our family trusts him completely. When my father was ill, Nick went above and beyond to help us make sure his affairs were in order. I would recommend Nick without reservations and I love that he charges a flat fee instead of a percentage. Read More
J
Jim Towey
5
We highly recommend Nick and Evergreen Wealth Management! He did a spectacular job understanding our situation and delivered sound, unbiased, actionable, and trusted advice. He did... We highly recommend Nick and Evergreen Wealth Management! He did a spectacular job understanding our situation and delivered sound, unbiased, actionable, and trusted advice. He didn't push a particular companies offerings, but instead took the time to understand our current state and offered balanced advice to meet our goals. Services Financial planning, Retirement savings consulting, Investment advising, Wealth management Read More
S
Sivan Sergott
5
Working with Nick at Evergreen Retirement Planning was the best financial decision! I initially reached out because I was looking for unbiased financial guidance. Nick’s flat fee s... Working with Nick at Evergreen Retirement Planning was the best financial decision! I initially reached out because I was looking for unbiased financial guidance. Nick’s flat fee structure gives me peace of mind knowing his advice will always be based on what he believes is best for me and won’t be influenced by any potential commissions or products he might receive. Nick has taken the time to learn about my goals and gives me straightforward advice that’s easy to understand. And I appreciate his timely and thorough responses to all my questions and concerns. He is genuinely focused on helping me make informed decisions that align with my financial goals. I now feel confident about my financial future! If you’re looking for a knowledgeable, trustworthy advisor who truly has your best interest at heart, look no further than Nick at Evergreen Retirement Planning! Read More