# Evergreen Advisors, LLC
Source: https://planprovider.pro/provider/evergreen-advisors-llc

> 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 inve…

Retirement Plan Advisor

Chattanooga, TN

## 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](http://www.evergreenadvisors.com)

Founded: 2001

## Office Locations

- Chattanooga, TN

## Services Offered

- 3(21) Investment Advisor

- 3(38) Investment Manager

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $10.8B

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| OSBORN AND BARR COMMUNICATIONS, INC. EMPLOYEES STOCK OWNERSHIP PLAN|
OSBORN & BARR COMMUNICATIONS, INC., MO|
$2M|
40|

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