Insights

Niche Market Focus Evergreen Wealth Solutions offers personalized wealth management services tailored for individuals, families, and small to midsize institutions, positioning them as a client-centric firm that values customized approaches and strong client relationships.

Growth and Expansion The recent hiring of advisor Todd Rishel indicates an active effort to strengthen their advisory team, presenting opportunities to engage potential clients seeking dedicated financial guidance and expanded service capacity.

Technology Use Utilizing modern digital tools like Google Maps, Yoast SEO, and Google Tag Manager, Evergreen Wealth Solutions emphasizes a digital presence, offering avenues to target local clients and optimize client engagement through online channels.

Mid-sized Potential With revenue between 10 to 25 million and a small team of 11-50 employees, the firm offers a personalized, boutique experience with room to scale, appealing to clients who prefer tailored services over larger institutional providers.

Competitive Positioning Operating within a landscape dominated by large firms like Charles Schwab and Fidelity, Evergreen Wealth Solutions can leverage its personalized approach and local focus to differentiate and attract clients seeking customized financial strategies.

Evergreen Wealth Solutions Tech Stack

Evergreen Wealth Solutions uses 8 technology products and services including Facebook Pixel, WP Rocket, Webpack, and more. Explore Evergreen Wealth Solutions's tech stack below.

  • Facebook Pixel
    Analytics
  • WP Rocket
    Caching
  • Webpack
    Development
  • Google Maps
    Maps
  • Yoast SEO
    Search Engines
  • HSTS
    Security
  • Google Tag Manager
    Tag Management
  • GoDaddy
    Web Hosting

Evergreen Wealth Solutions's Email Address Formats

Evergreen Wealth Solutions uses at least 2 format(s):
Evergreen Wealth Solutions Email FormatsExamplePercentage
First@egwealth.comJohn@egwealth.com
86%
First.Last@egwealth.comJohn.Doe@egwealth.com
14%

Frequently Asked Questions

Where is Evergreen Wealth Solutions's headquarters located?

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Evergreen Wealth Solutions's main headquarters is located at 1000 Commerce Park Drive, Suite 416 Williamsport, Pennsylvania 17701, US. The company has employees across 1 continents, including North America.

What is Evergreen Wealth Solutions's official website and social media links?

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Evergreen Wealth Solutions's official website is evergreenwealthsolutions.com and has social profiles on LinkedIn.

What is Evergreen Wealth Solutions's NAICS code?

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Evergreen Wealth Solutions's NAICS code is 52 - Finance and Insurance.

How many employees does Evergreen Wealth Solutions have currently?

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As of November 2025, Evergreen Wealth Solutions has approximately 14 employees across 1 continents, including North America. Key team members include Wealth Manager, President Of Evergreen Wealth Solutions: A. H.Director Of Planning & Investments: M. K.Business Development Manager: K. V.. Explore Evergreen Wealth Solutions's employee directory with LeadIQ.

What industry does Evergreen Wealth Solutions belong to?

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Evergreen Wealth Solutions operates in the Financial Services industry.

What technology does Evergreen Wealth Solutions use?

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Evergreen Wealth Solutions's tech stack includes Facebook PixelWP RocketWebpackGoogle MapsYoast SEOHSTSGoogle Tag ManagerGoDaddy.

What is Evergreen Wealth Solutions's email format?

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Evergreen Wealth Solutions's email format typically follows the pattern of First@egwealth.com. Find more Evergreen Wealth Solutions email formats with LeadIQ.

When was Evergreen Wealth Solutions founded?

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Evergreen Wealth Solutions was founded in 2015.

Evergreen Wealth Solutions

Financial ServicesUnited States11-50 Employees

Evergreen Wealth Solutions is a client-centric wealth management firm offering personalized services for individuals, families, businesses, and institutions. We view managing your wealth as a unique opportunity and privilege, so we treat them as if they were our own. We're real people serving real people, and we believe that our clients' interests come first.


Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.com, a Registered Investment Adviser.

This communication strictly intended for individuals residing in the states of CA,CO,DC,FL,GA,IL,IN,KY,MD,MN,MO,NC,NJ,NY,OH,OK,OR,PA,VA,WI,WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Please review our Terms of Use here: www.commonwealth.com/termsofuse.html

Section iconCompany Overview

Headquarters
1000 Commerce Park Drive, Suite 416 Williamsport, Pennsylvania 17701, US
NAICS Code
52 - Finance and Insurance
Founded
2015
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Evergreen Wealth Solutions's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Evergreen Wealth Solutions's revenue is estimated to be in the range of $10M$25M

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