Business Details
24 Years
experience
Your Trusted Partner for Comprehensive Financial Planning Solutions
Evergreen Advisors was founded in 2002 by Doug Boschert, a seasoned financial advisor with prior experience at Smith Barney and UBS|PaineWebber. Our firm was built on the principle of prioritizing client needs through independent, client-centric financial solutions. With a team of certified professionals, including Certified Financial Planners (CFPs), we specialize in cash management, investment planning, retirement strategies, and business transition guidance. Our advisors bring decades of combined experience, offering personalized financial plans tailored to individual goals. We focus on empowering clients through comprehensive financial education and practical, actionable advice.Our commitment to innovation ensures clients receive forward-thinking strategies aligned with evolving market dynamics. Transparency and ethical standards underpin all our services, fostering long-term trust with clients. We serve individuals and small businesses, helping them navigate complex financial landscapes with confidence. Our expertise extends to risk management, education planning, and stock option management, providing holistic solutions. Evergreen Advisors remains dedicated to delivering independent, high-quality financial advisory services that prioritize client success.
Services
Cash Management
Investment Planning
Retirement Planning
Education Planning
Stock Option Management
Details
- Year established: 2002
Highlights and features
- We offer personalized financial plans tailored to individual client goals.
- Our team includes Certified Financial Planners with decades of industry experience.
- We prioritize client needs through independent, transparent advisory services.
- We provide comprehensive solutions covering all aspects of financial planning.
- Our advisors have expertise in complex financial scenarios like business transitions.
Associations and certifications
- FINRA
- SIPC
Services
Cash Management
Our cash management services help clients optimize their financial resources through strategic budgeting and debt reduction plans. We address consumer debt challenges including credit cards, mortgages, and student loans. Our structured approach ensures sustainable financial habits while maintaining flexibility for life's unexpected changes.
Investment Planning
We create diversified investment portfolios aligned with individual risk tolerance and financial goals. Our services include portfolio evaluation, asset allocation strategies, and ongoing performance monitoring. We specialize in balancing growth potential with risk mitigation for long-term wealth accumulation.
Retirement Planning
Our retirement planning services help clients determine optimal contribution levels and forecast future income needs. We develop comprehensive strategies considering Social Security optimization, tax implications, and sustainable withdrawal rates. Our approach ensures clients maintain their desired lifestyle throughout retirement.
Education Planning
We help families create structured education funding strategies using tax-advantaged accounts and investment vehicles. Our planning considers inflationary costs of education while balancing other financial priorities. We provide guidance on financial aid optimization and scholarship opportunities.
Stock Option Management
Our specialized stock option management services help clients maximize value from equity compensation packages. We develop strategic exercise plans considering tax implications, portfolio diversification, and overall financial goals. Our approach ensures optimal timing and risk management.
People
Doug Boschert
President
Founder of Evergreen Advisors with 25+ years in financial services. Former Smith Barney and UBS executive focused on client-centric planning. Specializes in business transition strategies and personalized financial solutions.
L. Rich Roedersheimer
Certified Financial Planner
CFP with 15+ years of experience in retirement planning and annuity solutions. Former Oppenheimer & Co. advisor. Expertise in creating customized financial strategies for individual clients and small businesses.
Mariann McDermott
Certified Financial Planner
Co-founder with 20+ years in financial planning. Specializes in practical, goal-oriented advice. Focuses on helping clients achieve realistic financial objectives through comprehensive, long-term strategies.
Questions
What financial planning services do you offer?
We offer cash management, investment planning, retirement strategies, education planning, and stock option management tailored to individual financial goals.
How are your services different from other advisors?
We combine independent, client-centric planning with decades of industry experience and certified expertise to deliver personalized, actionable financial strategies.
Do you work with small business owners?
Yes, we provide specialized financial planning for small business owners including succession planning and business transition strategies.
What qualifications do your advisors hold?
Our team includes Certified Financial Planners (CFPs) with FINRA-registered securities representatives and decades of combined industry experience.
How do you approach investment management?
We create diversified portfolios based on individual risk tolerance, using ongoing monitoring and rebalancing to maintain strategic asset allocation.
Are you affiliated with any financial institutions?
We operate independently through M Holdings Securities, maintaining FINRA/SIPC memberships while prioritizing client interests over institutional partnerships.
