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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
12

Minus sign iconPlus sign icon
  • United States Of America
    12

Evergreen Wealth Solutions's Leadership

  • Stylized image of a person
    M. K.
    Director Of Planning & Investments
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. V.
    Business Development Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. L.
    Client Relationship Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. D.
    Wealth Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. D. C.
    Wealth Manager And Cfp®, Clu®, Lutcf®
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. S.
    Administrative Assistant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. W.
    Associate Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. C.
    Associate Financial Advisor
    Phone icon
    Mobile Phone

Evergreen Wealth Solutions Employee Metrics

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

Contact profiles from Evergreen Wealth Solutions

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. K.
    Director Of Planning & Investments
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Jun 25, 2026
  • Stylized image of a person
    K. V.
    Business Development Manager
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jun 02, 2026
  • Stylized image of a person
    L. L.
    Client Relationship Manager
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Jun 26, 2026
  • Stylized image of a person
    J. D.
    Wealth Manager
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Jun 08, 2026
  • Stylized image of a person
    J. D. C.
    Wealth Manager And Cfp®, Clu®, Lutcf®
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Jan 27, 2026
  • Stylized image of a person
    C. S.
    Administrative Assistant
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    May 28, 2026
  • Stylized image of a person
    J. W.
    Associate Advisor
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Feb 18, 2026
  • Stylized image of a person
    J. C.
    Associate Financial Advisor
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Oct 23, 2024

Frequently Asked Questions

What is Evergreen Wealth Solutions known for?

Minus sign iconPlus sign iconEvergreen Wealth Solutions was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 1000 Commerce Park Drive Suite 416 Williamsport, Pennsylvania 17701 United States. 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 . 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 June 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of June 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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