Evergreen Wealth Management is an independent financial advisory firm with offices in Seattle, WA, and Scottsdale, AZ. Led by Dave Stanfield, a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent, the firm offers personalized financial planning, investment management, and tax preparation services.

They emphasize a fiduciary approach, tailoring strategies to each client’s unique goals and providing both in-person and virtual consultations. Their services include retirement income planning, Social Security optimization, and customized investment solutions. The firm is committed to transparency, integrity, and building long-term client relationships.