Independent advisory Independent wealth management firm based in Seattle with potential to partner with larger platforms or RIAs for investment management, presenting opportunities for white-label or referral collaborations with Regal Investment Advisors.

Hybrid service model Offers three service paths including financial plan development, asset management, and hybrid arrangements, creating cross-sell opportunities for clients seeking planning plus ongoing management.

Low headcount One to a few employees suggests a boutique operation with high-touch service, implying a need for scalable technology, compliance support, and outsourced capabilities to support growth and client onboarding.

Tech stack leverage Technology footprint includes AWS, Google libraries, React, and Express, indicating readiness to engage in digital client experiences, portals, and data-driven advisory tools to attract tech-savvy clientele.

Revenue signals Reported revenue of one to ten million dollars, positioning Evergreen as an emerging but credible mid-market advisory firm with potential for expanded asset growth, strategic partnerships, and targeted enterprise-level services.