About Troxell Financial
<p>Troxell Financial is an SEC-registered investment advisor that works with retirement plan sponsors and individuals, with a focus on 3(21) fiduciary services. The firm is part of the Troxell Insurance family, founded in 1887, and also operates as Evergreen Wealth.</p> <p>Headquartered in Springfield, Troxell Financial has offices across central Illinois—Washington, Decatur, Springfield, and Bloomington—and a Florida location in Tampa, serving clients in the Peoria–Bloomington–Springfield corridor and the Tampa Bay area. It typically works with clients who have more than $500,000 in investable assets and reported about $0.5B in assets under management in 2026.</p> <p>The team supports plan and wealth needs that often overlap with business risk and insurance decisions. A practical differentiator is the firm’s connection to an established insurance organization, which can help align investment advice with insurance program design and risk review.</p> <p>Troxell Financial and its affiliates, including Troxell Financial Advisors and Evergreen Wealth, provide:</p> <ul> <li>3(21) fiduciary investment advice for retirement plans</li> <li>Investment management and ongoing portfolio reviews</li> <li>Financial planning for individuals and business owners</li> <li>Risk assessment and insurance program coordination through affiliated resources</li> </ul>
Website: https://www.troxellins.com/our-services/business-divisions/financial-services2/
Founded: 1887
Office Locations
- Bloomington, IL
- Tampa, FL
- Decatur, IL
- Springfield, IL
- Springfield, IL (Headquarters)
- Washington, IL
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $500.0M