About Us

Evergreen Gavekal, established in 1983
We are an independent registered investment advisor (RIA*).

We serve high net-worth individuals, families and endowments, providing expert guidance and personalized solutions for building a secure financial future.

We have four locations: Bellevue, WA, Portland, OR, and San Francisco and Napa, CA that serve clients all over the U.S.

Our key areas of expertise are private wealth management, family office services, tax planning, alternative investments, and macroeconomic research.  

THE EVERGREEN WAY

As your wealth grows, so does its complexity. Tracking investments, planning for retirement, protecting your assets and minimizing your tax burden become increasingly difficult. Evergreen Gavekal helps you make informed decisions about your money that enable you to live life on your own terms and mitigate financial risk. 

Wealth Management

We advise private, high-net worth individuals and affluent families with comprehensive financial planning and by building custom portfolios, tailored to their most important goals. 

Tax Services

Proper tax planning can minimize your tax liability. We use proven techniques to optimize your income tax picture and strategize based on your goals and plans for the future.  

Family Office

For families with over $20 million in investable assets, we offer specialized and comprehensive wealth services. 

our team
Evergreen’s multigenerational team is committed to our clients and what they care about most.

That is why we have assembled a variety of financial professionals to ensure clients are equipped with the resources necessary to make informed decisions, regardless of which area of their financial life issues touch. Experience alongside determination means that our clients benefit from individualized solutions crafted by knowledgeable professionals.

Ready to get started?
See if you and Evergreen are a mutual fit by completing our brief questionnaire.