About Evergreen Wealth Management
Fiduciary, Flat-Fee Financial Planning & Wealth Management in Boston
At Evergreen, we combine big-firm expertise with personalized, fiduciary service to help you plan, invest, and retire with confidence.
You’ll work directly with a CFP® fiduciary financial advisor who’s fully transparent — no AUM percentages, no commissions, no conflicts of interest. Just one clear flat monthly fee.
Where Experience Meets Simplicity
Smart, Personalized, and Transparent Financial Planning
Boutique Service,
Big-Firm Technology
Enjoy one-on-one guidance from a fiduciary advisor, supported by the same cutting-edge technology used by larger firms — secure, seamless, and customized to your goals.
Flat-Fee,
Fiduciary Advice
No hidden costs or commissions — just objective, expert advice for a simple, flat monthly fee that never changes with your portfolio size.
Low-Cost,
Index-Based Investing
Keep more of your returns with a cost-efficient, index-based investment approach built to support your retirement goals.
Meet Nick Stevens, CFP®
After 15 years as a financial advisor, I founded Evergreen in 2021 with a vision to do things differently. I spent 12 of those years at Fidelity Investments, sitting down with thousands of investors, each with unique goals, concerns, and experiences. Through those conversations, I gained a deep understanding of what works—and what doesn’t—when it comes to building and preserving wealth.
One thing that never sat right with me was the traditional industry model of charging clients a percentage of their assets. I knew there had to be a better way—one that aligned with my values and put clients first. That’s why I established a flat-fee structure, ensuring my clients get objective, transparent advice without conflicts of interest.
Evergreen Wealth Management is proudly based in Boston, MA. To make things easier for clients, I offer meeting availability in several surrounding towns including Needham, Burlington, Framingham, and Quincy. Whether we meet in person or connect over Zoom, you’ll always get the same boutique-level attention and service.
Beyond the Office
A Passion for Golf
I’m a lifelong golfer with a single-digit handicap, though the game keeps me humble. Like financial planning, success comes from patience, strategy, and continuous improvement.
Hands-On Approach
I own a few rental properties and
enjoy small weekend projects like
painting. Just like in finance,
small, consistent efforts lead to
long-term success.
Family First
My wife, Rachel, and I have a 6-month-
old son, and our dog, Sam, still thinks
he’s in charge. Family keeps me focused
on what truly matters—planning for the future while enjoying today.
A Better Way to Manage Your Money — Fiduciary, Flat-Fee, and 100% Transparent
Most advisors charge a percentage of your assets — meaning their fees grow as your wealth grows.
At Evergreen, we believe that doesn’t make sense. Our flat-fee fiduciary model keeps costs predictable and advice truly objective, so every decision is made in your best interest.
Our Approach
Simple and Transparent Fee Structure
One clear monthly fee that never changes with your account balance. No AUM %, no surprises.
No Conflicts of Interest
As a fiduciary firm, we’re legally and ethically bound to act in your best interest. We don’t sell products, take commissions, or collect referral fees — ever.
Small Firm With Big Resources
Personalized attention from a small firm, backed by the same technology, security, and investment tools used by major institutions.
Other Advisors
Vague, Percentage-Based Fees
Most charge “1% of assets under management” — meaning you pay more as your savings grow.
Hidden Conflicts & Product Sales
Many “advisors” earn commissions behind the scenes from financial products they recommend
Big Firms, Generic Advice
Large firms often push templated plans designed for compliance – not personalization
Choosing an Advisor Can Be Confusing — Here’s How to Cut Through the Noise
Have questions? Ready to get started?
Let’s talk!
