Evergreen Wealth Solutions, LLC

Evergreen Wealth Solutions, LLC (CRD# 299407) is a financial advisory firm headquartered in Williamsport, PA. They manage $323,167,302 in 1,772 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    323
    MILLION
  • Total Number of Accounts
    1,772
    ACCOUNTS
  • Average Account Value
    $182,374
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, NC, NH, NJ, NY, OH, PA, TX

Financial Advisors at Evergreen Wealth Solutions, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Edward V. Barone
CRD#: 4270044
1000 Commerce Park Drive, Suite 416, Williamsport, PA 17701

Edward Barone (CRD# 4270044) is an Investment Advisor Representative working at Evergreen Wealth Solutions, LLC in Williamsport, PA and has over 23 years of experience in the finance industry.

2
James J. Dinsmore
CRD#: 1743831
1000 Commerce Park Drive, Suite 416, Williamsport, PA 17701

James Dinsmore (CRD# 1743831) is an Investment Advisor Representative working at Evergreen Wealth Solutions, LLC in Williamsport, PA and has over 36 years of experience in the finance industry.

3
Andrew C. Harris
CRD#: 3242291
1000 Commerce Park Drive, Suite 416, Williamsport, PA 17701

Andrew Harris (CRD# 3242291) is an Investment Advisor Representative working at Evergreen Wealth Solutions, LLC in Williamsport, PA and has over 21 years of experience in the finance industry.

4
Michael P. Kolb
CRD#: 5234490
1000 Commerce Park Drive, Suite 416, Williamsport, PA 17701

Michael Kolb (CRD# 5234490) is an Investment Advisor Representative working at Evergreen Wealth Solutions, LLC in Williamsport, PA and has over 16 years of experience in the finance industry.

5
Todd M. Rishel
CRD#: 2214089
1000 Commerce Park Drive, Suite 416, Williamsport, PA 17701

Todd Rishel (CRD# 2214089) is an Investment Advisor Representative working at Evergreen Wealth Solutions, LLC in Williamsport, PA and has over 31 years of experience in the finance industry.

6
Jesse J. Cornell
CRD#: 7415875
1000 Commerce Park Drive, Suite 416, Williamsport, PA 17701

Jesse Cornell (CRD# 7415875) is an Investment Advisor Representative working at Evergreen Wealth Solutions, LLC in Williamsport, PA and has over 2 years of experience in the finance industry.

7
Justin C. Warfel
CRD#: 7815666
1000 Commerce Park Drive, Suite 416, Williamsport, PA 17701

Justin Warfel (CRD# 7815666) is an Investment Advisor Representative working at Evergreen Wealth Solutions, LLC in Williamsport, PA and has 1 year of experience in the finance industry.

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