Evergreen Advisors, LLC

About Evergreen Advisors, LLC

<p>Founded in 2001, Evergreen Advisors, LLC is a fee-only registered investment adviser that works as a fiduciary. The firm helps clients with planning and investment management, with retirement planning as a common focus.</p> <p>Based in Chattanooga in the Tennessee Valley/Appalachian region, Evergreen Advisors also has an office in Columbia, Maryland, serving clients across the Mid-Atlantic and Southeast. The team works with individuals and families and may also support business owners who want planning tied to long-term goals.</p> <p>For employer-sponsored retirement plans, Evergreen Advisors offers both 3(21) and 3(38) services through its <a href="/plan-advisors">plan advisor</a> practice. Plan sponsors that want to keep investment decision-making in-house can use 3(21) co-fiduciary support, while sponsors that prefer to delegate investment selection and monitoring can use 3(38) investment manager services.</p> <p>Evergreen Advisors reported $10.8B in assets under management (2026). A practical differentiator is the firm’s fee-only structure paired with discretionary 3(38) capability for plan sponsors who want clearer delegation of investment responsibility.</p> <ul> <li>Fee-only fiduciary RIA (founded 2001)</li> <li>Retirement planning and investment management</li> <li>3(21) co-fiduciary plan advice</li> <li>3(38) discretionary investment management</li> <li>Offices in Chattanooga, TN and Columbia, MD</li> </ul>

Website: http://www.evergreenadvisors.com

Founded: 2001