About Evergrove
Honest advice, built around you.
Evergrove is an independent, fee-only advisory firm. Since 2012 we’ve helped families, founders and retirees plan, invest and protect their wealth, with no commissions and no hidden agendas.
Independent since
2012
Client capital advised
$31.4M
By the numbers
Independent by design: no commissions, no quotas,
no one to answer to but our clients.
Year we opened our doors
2012
Client capital advised
$31.4M
Specialists on call
218+
Fee-only, zero commissions
100%
Our story
From one simple idea to a firm families rely on.
Evergrove began with a single rule: advice should never be shaped by what we can sell. Over more than a decade we’ve grown our team and our services, but never that rule.
2012
Founded on one rule
Marcus Hale opens the firm as an independent, fee-only practice.
2016
Planning at the core
Comprehensive financial planning joins investment management.
2021
Built for every stage
Dedicated teams form for founders, families and retirees.
2026
Still independent
218+ specialists on call, and still answering only to clients.
What we stand for
Four principles behind every recommendation.
Clarity
Independence
Stewardship
Humility
Every recommendation we make has to pass all four tests.
Clarity before complexity
We explain every recommendation in plain language, so you always know what we’re doing and why.
Independence, always
No commissions or product quotas. Our only incentive is your outcome.
Careful stewardship
We treat your money, and your trust, as if it were our own through every market cycle.
Humility about the unknown
Markets surprise everyone. We plan for what can’t be predicted, and we say so when we don’t know.
“Good advice isn’t about beating the market. It’s about making money work for the people you love.”
Marcus Hale
Founding Partner, Evergrove
Leadership
Meet the people behind the plan.
Founding Partner
Marcus Hale
Leads our advisory practice and long-term client strategy.
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Head of Planning
Elena Ruiz
Builds comprehensive plans around your goals and life stages.
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Senior Advisor
Amara Johnson
Guides families through investing, saving and risk with clarity.
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Investment Director
Daniel Okoye
Oversees portfolio construction and our investment research.
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Have any questions?
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Contact us
Phone
+1 (555) 018-4477
Hours
Mon–Fri, 9:00am–6:00pm
advisors@evergrove.example
Office
250 Market Avenue, Floor 12, Springfield