Individualized Service Since 1995

The mission of Evergreen Wealth Advisory Group is to empower its clients. We represent no other company, and we promote no products. We represent you.

We aim to develop an accurate, insightful analysis of your investments, retirement needs, estate plan, and tax outlook, then work with you to build a success strategy for today, tomorrow, and as long as our services meet your needs.

Our core competency is integrated financial planning, looking at the full spectrum of your investment, money management, tax, and legal situation. We provide all those services in-house, but we are equally happy to coordinate with your present tax or legal professionals. We have no desire to disrupt any established relationships.

We have additional experience in U.S. expatriate income tax planning and in employer stock-option planning. We also provide executive compensation planning and business succession planning.

We are honored that since 1995 our clients and their families have placed their trust in our guidance. We invite you to find out why.

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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.