Evergreen Wealth Advisory Group

Evergreen Wealth Advisory Group

Our Goals Are Clear

Our wealth-planning professionals combine detailed analysis with sound judgment. They draw on experience in a wide range of specialties, including financial planning, trust and estate planning, investment planning, tax planning, cash-flow planning, and gift planning.

Our Process Is Simple

Objective Listening + Creative Strategies + Exceptional Services
Through our planning and wealth-management skills we seek to help families preserve, diversify, and grow their wealth — often from one generation to the next.

Your Access Is Ongoing

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Cooper McManus dba Evergreen Wealth Advisory Group is a Registered Investment Advisory Firm. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Cambridge Investment Research, Inc., and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.

This site is published for residents of the United States, is for informational purposes only, and does not constitute an offer to sell, or a solicitation of an offer to buy, any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Cooper McManus dba Evergreen Wealth Advisory Group and Cambridge Investment Research are separate entities. 

View the Form CRS: Client Relationship Summary | Investment Advisor Public Disclosure

We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.