Our team
The people behind your plan.
Every Evergrove advisor is an independent, fee-only fiduciary, legally bound to put your interests first. Get to know the people who will build and look after your plan.
Specialists on call
218+
Fee-only, zero commissions
100%
Your advisors
Meet the advisors on your side.
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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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.
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.
Have any questions?
Send us a note and one of our advisors will get back to you within one business day.
Newsletter
Practical notes on saving, investing and planning, in one short email a week. No spam, and you can unsubscribe anytime.
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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