Guiding your financial journey with purpose.
Transform your wealth into meaningful life experiences.
Personalized financial planning for your life and goals.
“★★★★★
”Working with Scott has been a game-changer for my financial future. They took the time to truly understand my goals, from growing my investments to planning for retirement. Their guidance was not only insightful but also easy to follow, making complex financial decisions feel simple and stress-free. Thanks to their expertise, I now feel confident and secure in my financial path. If you’re looking for a wealth advisor who genuinely cares and delivers results, I highly recommend Scott!””
“★★★★★
”I can’t say enough about the incredible experience I’ve had with Scott as our wealth advisor. From the very first meeting, they made me feel comfortable and confident about my financial future. They crafted a personalized strategy that aligned with my goals, whether it was saving for my children’s education or planning for retirement. Their knowledge, patience, and dedication have given me peace of mind, knowing my wealth is in expert hands. I highly recommend Scott to anyone looking for a trusted financial guide!””
Smart, customized strategies for your financial future.
We begin by understanding your foundation and what truly drives you, creating a financial plan that’s authentically yours. Compassionate, personalized guidance for real life—because you and your family deserve nothing less.
Walk away with confidence and peace of mind.
Providing an outstanding portfolio or retirement plan isn’t enough—we want you to feel completely confident and at ease with every step of the process. That means full transparency, clear communication, and ensuring you understand exactly what’s happening.
Because at the end of the day, we’re people just like you, and we know how important that peace of mind is.
Make the most of your life’s wealth.
Get to know our wealth advisors 🤝
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Monet Goode
FOUNDER
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Emmett Marsh
DESIGN DIRECTOR
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Eleanor Parks
SUSTAINABILITY DIRECTOR
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Karl Holland
SALES MANAGER
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Jaya Dixon
MARKETING DIRECTOR
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Jamie Kokot
CUSTOMER SERVICE MANAGER
Financial Questions People are asking.
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It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
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It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
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It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
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It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
Financial planning guidance; aligned to your life’s goals.
Were excited to start this financial journey with you.
An inside look at The Evergreen Wealth Path
1. Finding Your Starting Point 🌄
Every great journey begins with understanding where you are.
We take time to listen—learning about your financial landscape, aspirations, and any obstacles along the way.
Together, we map out a personalized route toward your goals.
2. Paving the Trail 🏕️
With a clear direction in mind.
We craft a step-by-step strategy designed just for you.
From budgeting to investments, we create a solid foundation for your financial journey.
Every turn in the path is intentional, helping you move forward with confidence.
3. Walking the Pathway 🌳
Now, it’s time to put the plan into motion.
We help you navigate financial decisions, ensuring each step is aligned with your goals.
Whether it’s managing your portfolio, planning for retirement, or optimizing tax strategies, we’re here to guide you.
4. Growing & Adapting With the Seasons 🍃
Just like nature, financial plans need to evolve.
We provide ongoing support, adjusting your strategy as life changes.
With regular check-ins and refinements, your financial path remains clear, no matter what the future holds.
