Fiduciary, Flat-Fee Financial Planning & Wealth Management in Boston
Work with a CFP® fiduciary financial advisor who provides investment management and financial guidance — all for one transparent, flat-fee.
The road to retirement is no longer a
distant idea— it’s your next big step.
If you’re over 50, it’s time to make smart, confident decisions about your next chapter.
We help Boston professionals and families answer their most important retirement questions.
Are we doing everything we can to make our money last — without guessing?
Is our investment strategy built to handle what’s next — not just what’s worked in the past?
How much will taxes take from our retirement — and can we reduce the damage?
Comprehensive Fiduciary Financial Planning — Flat-Fee, Transparent, and Personalized
You’ve worked hard to build your wealth — now it’s time to make sure it works just as hard for you.
At Evergreen, CFP® fiduciary Nick Stevens provides flat-fee financial planning for clients in Boston and nationwide, integrating your investments, retirement income, and tax strategy into one clear plan for financial peace of mind.
We’re here to help you:
Work with a CFP® Fiduciary — Clarify your goals and design a customized plan built entirely around your best interests.
Create a Personalized Roadmap — Set clear milestones and next steps to reach retirement security without guessing.
Flat-Fee Wealth Management — Transparent pricing with no AUM %, commissions, or hidden incentives.
Flat-Fee Fiduciary Wealth Management – No AUM%, Ever
We believe financial advice should be transparent, conflict-free, and aligned with your best interests. That’s why Evergreen operates on a simple flat monthly fee — not a percentage of your assets. You’ll always know exactly what you’re paying and why.
Our fiduciary, CFP® professionals provide comprehensive wealth management for one predictable cost — no commissions, no surprises.
- Flat Monthly Fee – $525/month, regardless of portfolio size
- Transparent Pricing – No AUM %, no hidden fees, no conflicts of interest
- 100% Fiduciary – No product sales, only investment management and common sense fee structure
What Retirees Wish They Knew Before Taking the Leap
Download this free collection of real-life retirement stories gathered from years of client conversations. Learn how others navigated retirement — what worked, what surprised them, and what they might have done differently. “Get the Stories”.
Stories of Success
Confusion to Clarity
Cynthia is ready to retire from teaching and Dennis is happy in his career as a software engineer. They need help navigating their timeline & next steps.
Not Feeling the Love
Jane, a retired widow, has been working with an advisor for years, but feels more like another number as their firm grows. She wants to find someone with the right experience and commitment to help.
The Lone Wolf
Todd, a confident stock picker, realizes he has some blind spots with his finances. He wants someone he trusts to help with his tax and estate planning, while maintaining the spirit of his portfolio so that he has a lasting legacy for his wife and kids.
Face Retirement Confidently
With a Fiduciary You Can Trust
Work directly with a CERTIFIED FINANCIAL PLANNER™ (CFP®) fiduciary to create a flexible, goal-based retirement plan you can rely on in every market.
Whether you’re in the Boston area or meeting virtually, you’ll know exactly what to expect — transparent pricing, objective advice, and zero sales pressure.
Step #1
Schedule a 15-Minute Intro Call
No prep required — just a relaxed conversation to learn what brought you here and what you’d like to achieve.
Step #2
Get to Know Each Other
If it feels like a good fit, we’ll share more about our flat-fee approach and discuss your goals, priorities, and current plan.
Step #3
Review Your Personalized Financial Plan
We’ll present your fiduciary plan and a clear action list you can keep — no commitment required. If you choose to move forward, we’ll guide every next step.