Evergreen Wealth Management: Unbiased, flat-fee financial guidance in Boston.
Evergreen Wealth Management offers unbiased, flat-fee financial guidance in Boston, at 399 Boylston St, 6th Floor. Led by Nick, the firm delivers clear, actionable advice without product push, with timely responses and a dashboard to track progress. Clients praise trust, transparency, and a personalized approach to helping families and individuals reach their financial goals.
399 Boylston St 6th Floor, Boston, MA 02116, USA
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Comprehensive strategies to secure your financial future and manage retirement goals.
Personalized portfolio management focused on growth and protection of your assets.
Unbiased, flat-fee advice tailored to your unique financial situation and objectives.
Guidance on organizing affairs and protecting wealth for future generations.
Holistic planning to align investments and decisions with your long-term financial goals.
Overall rating
Jim Towey
We highly recommend Nick and Evergreen Wealth Management! He did a spectacular job understanding our situation and delivered sound, unbiased, actionable, and trusted advice. He didn't push a particular companies offerings, but instead took the time to understand our current state and offered balanced advice to meet our goals.
Sivan Sergott
Working with Nick at Evergreen Retirement Planning was the best financial decision! I initially reached out because I was looking for unbiased financial guidance. Nick’s flat fee structure gives me peace of mind knowing his advice will always be based on what he believes is best for me and won’t be influenced by any potential commissions or products he might receive. Nick has taken the time to learn about my goals and gives me straightforward advice that’s easy to understand. And I appreciate his timely and thorough responses to all my questions and concerns. He is genuinely focused on helping me make informed decisions that align with my financial goals. I now feel confident about my financial future! If you’re looking for a knowledgeable, trustworthy advisor who truly has your best interest at heart, look no further than Nick at Evergreen Retirement Planning!
Timothy Smith
I came across Nick’s website while researching Boston-area financial advisors in early 2024. I’m glad I did. At this stage of my financial life—having learned a great deal from a few advisors over the decades—I want to take a more hands-off approach while feeling confident that my family’s finances are in the trustworthy hands of a dedicated, experienced professional who truly has our best interests at heart. Nick is a pleasure to work with; he advises confidently with humility, and his flat-fee model reflects his values. I highly recommend contacting him and gaining insight into why he has so many 5-star reviews.
Lauren
Nick has been my parent's financial advisor for many years and he's done a great job growing and protecting their investments. Our family trusts him completely. When my father was ill, Nick went above and beyond to help us make sure his affairs were in order. I would recommend Nick without reservations and I love that he charges a flat fee instead of a percentage.
Leo Connelly
Nick is incredibly knowledgeable and has worked diligently with me to understand my goals and how they might evolve over the coming years. He's provided excellent advice and is transparent about his strategy, which I really appreciate. Nick is also very quick to respond to any messages, and the dashboard he provides makes it easy to track performance and progress. I highly recommend his services.
