Digital wealth advisors

Evergreen Money provides financial management to affluent investors

Strategic advice for serious investors

Evergreen Money is designed to serve individuals and families with complex finances and substantial net worth – from hundreds of thousands to millions. We advise on strategic financial decisions, manage your money, and safeguard your lifetime resources.

Founded by financial technology veterans

For thirty years, Bill Harris has been at the intersection of investing, tax and tech. He ran TurboTax, was CEO of PayPal, and founded Personal Capital, which grew to a $23 billion investment firm. He founded Evergreen Money in early 2023, accepting public clients in mid 2024.

Bill Harris @ LinkedIn

The bible of investment tax strategy

Taxes are the single most important driver of investment performance. A disciplined tax strategy can save you thousands in taxes each year. The vital concepts to unlock these savings are in the new edition of the Investment Tax Guide.

Balancing risk and return

For five years, Bill worked with Harry Markowitz, the Nobel prize-winning father of Modern Portfolio Theory, the methodology to maximize return while minimizing volatility and risk. Evergreen employs advanced technology and precision engineering to implement this approach with newfound discipline and rigor.

Custom construction of each portfolio

Evergreen constructs a unique portfolio of more than two hundred individual securities tailored to meet your specific needs. Our portfolios are custom-built, whereas older investment vehicles like mutual funds and ETFs — cookie-cutter solutions where every investor gets the same portfolio — are no longer the optimal approach to investing.

Evergreen Money Corporation is a financial technology company, not a bank. Banking products are provided by Coastal Community Bank, Member FDIC, pursuant to a license from Visa USA Inc. Deposits are insured up to $250,000 per depositor. Investment advisory services are provided by Evergreen Money Advisors, an SEC-registered investment advisor. Evergreen Money, Evergreen Money Advisors, and Coastal Community Bank do not provide tax, legal, or accounting advice. Information stated is not intended to provide nor should it be relied on for tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in transactions. INVESTMENTS IN T-BILLS AND OTHER INVESTMENTS ARE NOT DEPOSITS, NOT INSURED BY THE FDIC, NOT BANK GUARANTEED, AND MAY LOSE VALUE INCLUDING LOSS OF PRINCIPAL Treasury services provided by Jiko Securities, Inc., a registered broker-dealer, member FINRA and SIPC. Securities in your account protected up to $500,000. For details, please see www.sipc.org. The Jiko bank account is offered by Jiko Bank, a division of Mid-Central National Bank. Past performance is not indicative of future results. Jiko Group, Inc. and its affiliates do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. See FINRA BrokerCheck, Jiko U.S. Treasuries Risk Disclosures, and Jiko Securities Inc. Form CRS.

Privacy Center Legal Form CRS