Leading with a long view

Marcus founded Evergrove to give families advice that is honest, independent and built around their goals. He leads the advisory practice and sets the long-term strategy for each client relationship.

He works with households and business owners who want a clear plan for the next few decades, not just the next quarter. Clients value his plain language and how carefully he explains every recommendation.

How he works

Marcus starts every engagement by listening. He then builds a plan, reviews it with you each year and adjusts it as life changes.