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Evergreen Wealth Solutions Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

Evergreen Wealth Solutions provides personalized wealth management and advisory services to individuals, families, businesses, and institutions. The firm emphasizes prioritizing clients' interests and aims to manage wealth with care as if it were its own. Securities and advisory services are offered through Commonwealth Financial Network, a Registered Investment Adviser. Based in Williamsport, Pennsylvania, the company operates within the financial services industry and maintains a small team. In July 2023, Evergreen Wealth Solutions expanded its advisory staff with the addition of Todd Rishel.

Find Evergreen Wealth Solutions employees' phone numbers or email addresses

Evergreen Wealth Solutions Global Highlights

Location
Employees

North America
11

Minus sign iconPlus sign icon
  • United States Of America
    11

Evergreen Wealth Solutions's Leadership

  • Director Of Planning & Investments at Evergreen Wealth Solutions
    M. K.
    Director Of Planning & Investments
    Mobile Phone
  • Business Development Manager at Evergreen Wealth Solutions
    K. V.
    Business Development Manager
    Mobile Phone
  • Client Relationship Manager at Evergreen Wealth Solutions
    L. L.
    Client Relationship Manager
    Mobile Phone
  • Wealth Manager at Evergreen Wealth Solutions
    J. D.
    Wealth Manager
    Mobile Phone
  • Wealth Manager And Cfp®, Clu®, Lutcf® at Evergreen Wealth Solutions
    J. D. C.
    Wealth Manager And Cfp®, Clu®, Lutcf®
    Mobile Phone
  • Administrative Assistant at Evergreen Wealth Solutions
    C. S.
    Administrative Assistant
    Mobile Phone
  • Associate Advisor at Evergreen Wealth Solutions
    J. W.
    Associate Advisor
    Mobile Phone
  • Associate Financial Advisor at Evergreen Wealth Solutions
    J. C.
    Associate Financial Advisor
    Mobile Phone

Evergreen Wealth Solutions Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Other

Contact profiles from Evergreen Wealth Solutions

Name
Title
Contact
Location
Last Update
  • Director Of Planning & Investments at Evergreen Wealth Solutions
    M. K.
    Director Of Planning & Investments
    Mobile Phone
    United States, Pennsylvania
    Jun 25, 2026
  • Business Development Manager at Evergreen Wealth Solutions
    K. V.
    Business Development Manager
    Mobile Phone
    United States, Florida
    Jun 02, 2026
  • Client Relationship Manager at Evergreen Wealth Solutions
    L. L.
    Client Relationship Manager
    Mobile Phone
    United States, Pennsylvania
    Jun 26, 2026
  • Wealth Manager at Evergreen Wealth Solutions
    J. D.
    Wealth Manager
    Mobile Phone
    United States, Pennsylvania
    Jun 08, 2026
  • Wealth Manager And Cfp®, Clu®, Lutcf® at Evergreen Wealth Solutions
    J. D. C.
    Wealth Manager And Cfp®, Clu®, Lutcf®
    Mobile Phone
    United States, Pennsylvania
    Jan 27, 2026
  • Administrative Assistant at Evergreen Wealth Solutions
    C. S.
    Administrative Assistant
    Mobile Phone
    United States, Pennsylvania
    May 28, 2026
  • Associate Advisor at Evergreen Wealth Solutions
    J. W.
    Associate Advisor
    Mobile Phone
    United States, Pennsylvania
    Feb 18, 2026
  • Associate Financial Advisor at Evergreen Wealth Solutions
    J. C.
    Associate Financial Advisor
    Mobile Phone
    United States, Pennsylvania
    Oct 23, 2024

Frequently Asked Questions

What is Evergreen Wealth Solutions known for?

Minus sign iconPlus sign iconEvergreen Wealth Solutions was founded in 2015 and operates in the Financial Services industry. Explore Evergreen Wealth Solutions's company overview page for more information.

What is Evergreen Wealth Solutions's most common email format?

Minus sign iconPlus sign iconEvergreen Wealth Solutions employees' email format typically follows the pattern of First@egwealth.com. Trying to find reliable and up-to-date employee contact data? Find more Evergreen Wealth Solutions email formats with LeadIQ.

How many employees does Evergreen Wealth Solutions have currently?

Minus sign iconPlus sign iconEvergreen Wealth Solutions has approximately 10 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Evergreen Wealth Solutions's key employees and leadership?

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As of September 2026, Evergreen Wealth Solutions's key employees include:

  • Director Of Planning & Investments: M. K.
  • Business Development Manager: K. V.
  • Client Relationship Manager: L. L.
  • Wealth Manager: J. D.
  • Wealth Manager And Cfp®, Clu®, Lutcf®: J. D. C.

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