What departments does Evergreen Gavekal have?

Evergreen Gavekal has employees across 5 departments including Finance, Analytics, Business Development, Consultant, Business.

What is the largest department at Evergreen Gavekal?

The largest department at Evergreen Gavekal is Finance with 2 employees.

Where are Evergreen Gavekal employees located globally?

Evergreen Gavekal has employees across 1 continents and 1 countries including United States Of America.

How has Evergreen Gavekal's team size changed over time?

Evergreen Gavekal's team has grown from approximately 35 to 37 employees based on available data.

Evergreen Gavekal Employee Directory

Q: Who are Evergreen Gavekal's key employees and leadership?

Evergreen Gavekal's key employees include: President: J. P., Head Of Content & Creative Strategy: A. H..

Financial ServicesWashington, United States11-50 Employees

Evergreen Gavekal is a Bellevue, Washington-based independent wealth management firm established in 1983. It operates as a fiduciary registered investment adviser, prioritizing clients' interests and employing a team-based approach to wealth management. The leadership emphasizes succession planning to support multi-generational wealth. Its professionals coordinate across specialties to deliver services such as public portfolio management, private placement oversight, financial planning, estate planning, business advisory services, legacy planning, and risk management consulting. Tax services are provided by Evergreen Sterling Kuder, a separate entity majority owned by Evergreen Gavekal. The firm operates within the financial services industry as an independent advisor coordinating firm-wide expertise under advisory leadership.

Evergreen Gavekal Global Highlights

North America
55

United States Of America
55

Evergreen Gavekal's Leadership

J. P.
President
Mobile Phone
Email
A. H.
Head Of Content & Creative Strategy
Mobile Phone
Email
H. J.
Senior Financial Planner, Regional Director Oregon
Mobile Phone
Email
H. F.
Director
Mobile Phone
Email
D. M.
Client Relationship Manager
Mobile Phone
Email
A. K.
Principal
Mobile Phone
Email
G. H.
Senior Analyst
Mobile Phone
Email
T. H.
Business Development, Family Office & Private Wealth Management
Mobile Phone
Email

Evergreen Gavekal Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Finance
Legal
Other

Contact profiles from Evergreen Gavekal

Name

Title

Contact Info

Location

Last Update

J. P.
President
Mobile Phone
Email
Oct 21, 2024
A. H.
Head Of Content & Creative Strategy
Mobile Phone
Email
Apr 16, 2026
H. J.
Senior Financial Planner, Regional Director Oregon
Mobile Phone
Email
United StatesOregon
Jun 08, 2026
H. F.
Director
Mobile Phone
Email
United StatesIdaho
Jun 02, 2026
D. M.
Client Relationship Manager
Mobile Phone
Email
United StatesOregon
Oct 23, 2024
A. K.
Principal
Mobile Phone
Email
Oct 18, 2024
G. H.
Senior Analyst
Mobile Phone
Email
United StatesMassachusetts
Jun 08, 2026
T. H.
Business Development, Family Office & Private Wealth Management
Mobile Phone
Email
United StatesArkansas
Apr 15, 2026
D. M.
Wealth Management Consultant
Mobile Phone
Email
Oct 17, 2024
M. R.
Wealth Consultant
Mobile Phone
Email
United StatesOregon
Jan 29, 2026

Frequently Asked Questions

What is Evergreen Gavekal known for?

Evergreen Gavekal was founded in 1983 operates in the Financial Services industry. The company's main headquarters is located in 1412 112th Avenue Northeast Suite 100 Bellevue, Washington United States; you can contact the main corporate office by phone at

+1-503-223-****

. Explore Evergreen Gavekal's company overview page for more information.

What is Evergreen Gavekal's most common email format?

Evergreen Gavekal employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Evergreen Gavekal email formats with LeadIQ.

How many employees does Evergreen Gavekal have currently?

Evergreen Gavekal has approximately 41 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Evergreen Gavekal's key employees and leadership?

As of June 2026, Evergreen Gavekal's key employees include:

President: J. P.
Head Of Content & Creative Strategy: A. H.
Senior Financial Planner, Regional Director Oregon: H. J.
Director: H. F.
Client Relationship Manager: D. M.

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Evergreen Gavekal Employee Directory

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