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141 Sully’s Trail, #9, Pittsford, NY 14534

585-364-2200
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Branching Out 
to Secure Your Legacy

Discover the Strength and Stability of a Firm That Grows with You, Every Step of the Way

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Our Mission

Our Mission

At Evergreen Wealth Partners, our mission is to provide comprehensive financial guidance and support, helping our clients grow and manage their wealth with integrity, expertise, and a deep commitment to their long-term success. We believe in building strong, lasting relationships rooted in trust and transparency, ensuring that each client's unique financial goals are met with personalized strategies and unwavering dedication.

Our Services 

Retirement Planning

Build a retirement strategy that keeps you excited about the future.

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Investment Management

Navigate your financial journey with expertise and precision, helping your wealth grow and pursuing your goals.

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Comprehensive Financial Planning

Tailored to help you work toward your long-term goals and your financial future with confidence and clarity.

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Legacy Planning

Crafted to ensure your wealth is preserved and passed on to future generations with care and intention.

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"Although we work through financial markets, our goal is to help Main Street, not Wall Street."

Janet Yellen

"Although we work through financial markets, our goal is to help Main Street, not Wall Street."

Janet Yellen

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