Flat-Fee Fiduciary Financial Planning & Tax-Optimized Wealth Management
Evergreen provides comprehensive, conflict-free financial guidance for professionals and families. Led by Nick Stevens, CFP®, we operate as a fee-only fiduciary in Boston and nationwide, replacing traditional AUM percentages with one transparent, flat fee that covers your investments, retirement income, and tax strategy.
Is Your Retirement Strategy Built for What’s Next?
If you are over 50, your financial needs have shifted from “accumulation” to “preservation and distribution.” We help Boston professionals answer the critical questions that traditional investment-only firms often overlook:
Retirement Longevity: “How can I ensure my money lasts through retirement without the guesswork?”
Adaptive Investing: “Is my investment strategy built for future market volatility, or just relying on what worked in the past?”
Tax Efficiency: “How much will taxes impact my retirement income, and what specific steps can I take to 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 — Partner with an expert legally bound to act in your best interest. We provide objective, conflict-free advice designed entirely around your specific life goals.
Create a Personalized Roadmap — Set clear milestones and next steps to reach retirement security without guessing.
Flat-Fee Wealth Management — Eliminate the “wealth tax” of percentage-based fees (AUM). You get professional investment management and planning with no commissions and no hidden incentives.
Flat-Fee Fiduciary Wealth Management in Boston – No AUM%, Ever
We believe financial advice should be transparent, conflict-free, and aligned entirely with your best interests. By replacing the traditional percentage-of-assets (AUM) fee with a simple flat monthly fee, Evergreen ensures you always know exactly what you’re paying for: expert guidance, not just a line item on your statement.
Our fiduciary, CFP® professional Nick Stevens provides comprehensive wealth management for one predictable cost — no commissions, no surprises.
- Flat Monthly Fee – $725/month, regardless of portfolio size
- Transparent Pricing – No AUM %, no hidden commissions, and no tiered fees.
- 100% Fiduciary – No product sales. We are paid ony by you, to work only for you.
Tell us about your financial goals.
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.