Financial consulting

Financial clarity for the decisions that matter most.

Independent, fee-only consultants who help founders, families and retirees weigh the trade-offs, stress-test the plan and move forward with confidence.

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Fee-only

Fiduciary standard

One dedicated advisor

Retirement readiness

94%

On track

Today

Year 10

Retirement

Portfolio mix

Growth

Income

Cash

Rebalanced quarterly with your advisor.

Client capital advised

$31.4M

How we help

Financial planning

Investment advisory

Risk protection

Independent since 2012

Fee-only fiduciary advisors

Who we are

Built by Seasoned Advisors Who Still Lead the Way.

We’re a team of independent, fee-only advisors who turn complex money decisions into clear, confident next steps for families, founders and retirees.

Fee-only, always

No commissions or product incentives, just advice that serves you.

Fiduciary standard

We are legally bound to act in your best interest, every time.

One dedicated advisor

A single point of contact who knows your family and your goals.

Our Story

Meet our team

Our story

Watch How We Plan Your Wealth

See how we turn your goals into a clear, lasting plan.

Book a call

Services

Complete Wealth Services Built Around Your Life

Planning, investing and protection under one roof, guided by one dedicated advisor.

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Wealth Planning

Goals-based roadmaps for every stage of life.

Investment Management

Diversified portfolios built around your risk.

Protection & Risk

Insurance and estate strategies that protect family.

Digital Advisory

Track your plan and meet your advisor online.

Appointments

Book an appointment

Pick a time that suits you and meet a dedicated advisor in person or online.

Book now

Our Process

A clear process for confident financial decisions.

Start with your story

We clarify your priorities, starting point, and what you want next.

Start with your story

We clarify your priorities, starting point, and what you want next.

Build your plan together

We bring planning, investing, protection, and legacy into one roadmap.

Build your plan together

We bring planning, investing, protection, and legacy into one roadmap.

Choose with confidence

Clear options and recommendations tied to your goals.

Choose with confidence

Clear options and recommendations tied to your goals.

Stay focused as life changes

We adapt your plan as life and priorities change.

Stay focused as life changes

We adapt your plan as life and priorities change.

Case studies

Real Plans, Measurable Results

More case studies

A footbridge leading into a green forest

Retirement planning

$2.4M

Retirement gap closed

A teacher retires two years early

We rebuilt a thin pension plan around steady, tax-aware withdrawals and a bond ladder, so income covers essentials from day one.

Portrait of a business owner in a dark blazer

Business owners

38%

Lower yearly tax bill

A founder plans a clean exit

Before the sale, we restructured ownership and timed gains across tax years, so more of the proceeds stayed with the family.

A family holding hands on a beach at sunset

Family protection

3×

Cover for the same premium

A young family secures its future

We replaced overlapping policies with one clear protection plan and an estate structure that keeps children provided for.

Our team

Meet the Advisors Behind Your Plan

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Founding Partner

Marcus Hale

Leads our advisory practice and long-term client strategy.

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Senior Advisor

Amara Johnson

Guides families through investing, saving and risk with clarity.

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Fee-only fiduciary team

Head of Planning

Elena Ruiz

Builds comprehensive plans around your goals and life stages.

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Investment Director

Daniel Okoye

Oversees portfolio construction and our investment research.

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Our commitment

Fiduciary Advice You Can Count On

We’re legally bound to act in your best interest, on every recommendation, every time.

Free consultation

Founding Partner

Marcus Hale

Leads our advisory practice and long-term client strategy.

View profile

Head of Planning

Elena Ruiz

Builds comprehensive plans around your goals and life stages.

View profile

Senior Advisor

Amara Johnson

Guides families through investing, saving and risk with clarity.

View profile

Investment Director

Daniel Okoye

Oversees portfolio construction and our investment research.

View profile

Fee-only fiduciary team

Our commitment

Fiduciary Advice You Can Count On

We’re legally bound to act in your best interest, on every recommendation, every time.

Free consultation

Testimonials

Client Stories In Their Own Words

Real experiences from families and business owners who trust us with their plans.

5.0

Average client rating

“Evergrove made planning feel calm for the first time. Every question got a straight answer, and the fees were exactly what they promised.”

Rafael Mendoza

Small business owner

“I finally understand where my retirement income comes from. They explained every option without pushing a single product.”

Priya Nair

Retired schoolteacher

“Rebalancing used to stress me out. Now I get a clear quarterly check-in and know exactly why each decision was made.”

Daniel Brooks

Software engineer

“They built a savings plan around my down payment and kept my emergency fund intact. It felt achievable, not overwhelming.”

Maria Santos

Nurse and first-time homebuyer

“Separating business and personal finances was a mess. Our advisor mapped it all out, and we haven’t missed a tax deadline since.”

Tomás Rivera

Restaurant owner

5.0

Average client rating

“Evergrove made planning feel calm for the first time. Every question got a straight answer, and the fees were exactly what they promised.”

Rafael Mendoza

Small business owner

“I finally understand where my retirement income comes from. They explained every option without pushing a single product.”

Priya Nair

Retired schoolteacher

“Rebalancing used to stress me out. Now I get a clear quarterly check-in and know exactly why each decision was made.”

Daniel Brooks

Software engineer

“They built a savings plan around my down payment and kept my emergency fund intact. It felt achievable, not overwhelming.”

Maria Santos

Nurse and first-time homebuyer

“Separating business and personal finances was a mess. Our advisor mapped it all out, and we haven’t missed a tax deadline since.”

Tomás Rivera

Restaurant owner

Journals

Fresh Perspectives From Our Advisors

More journals

Retirement

Nov 4, 2026

How To Build A Retirement Income Plan That Lasts

A step-by-step look at turning savings into steady, tax-aware income you will not outlive.

Read the journal

Investing

Oct 21, 2026

Diversification Explained: Spreading Risk Without Losing Growth

Why owning more than one thing is investing's oldest free lunch, and how to do it well.

Read the journal

Savings

Oct 7, 2026

What Rising Prices Mean For Your Savings, And What To Do

Inflation quietly erodes cash. Here is how we protect purchasing power without needless risk.

Read the journal

FAQ

Financial Planning FAQs

Quick answers to the questions we hear most from new clients.

Learn more

What does a financial plan include?

A complete plan covers your goals, cash flow, savings, investments, insurance, taxes and estate wishes, with clear next steps and a timeline for each.

What does a financial plan include?

A complete plan covers your goals, cash flow, savings, investments, insurance, taxes and estate wishes, with clear next steps and a timeline for each.

Can you help me plan for retirement?

Yes. We model your income, spending and savings to show when you can retire and how to make your money last.

Can you help me plan for retirement?

Yes. We model your income, spending and savings to show when you can retire and how to make your money last.

What is your investment philosophy?

We favor low-cost, globally diversified portfolios built around your goals and risk comfort, then rebalance them with discipline.

What is your investment philosophy?

We favor low-cost, globally diversified portfolios built around your goals and risk comfort, then rebalance them with discipline.

Will I have a dedicated advisor?

Yes. You’ll work with one lead advisor who knows your story, backed by a team of planning and tax specialists.

Will I have a dedicated advisor?

Yes. You’ll work with one lead advisor who knows your story, backed by a team of planning and tax specialists.

Have any questions?

Send us a note and one of our advisors will get back to you within one business day.

Newsletter

Smart Money Notes, Delivered Weekly

Practical notes on saving, investing and planning, in one short email a week. No spam, and you can unsubscribe anytime.

Evergrove

Build Wealth With Confidence Starting Today.

Book a free 30-minute consultation with our advisors.

Services

Wealth Planning

Investment Management

Protection & Risk

Digital Advisory

Phone

+1 (555) 018-4477

Hours

Mon–Fri, 9:00am–6:00pm

advisors@evergrove.example

Office

250 Market Avenue, Floor 12, Springfield

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