Local Insight and Experience, National Resources and Support
We are a Maine-based financial planning and investment strategy firm serving New England and beyond.
Welcome to Evergreen Strategic Partners
At Evergreen Strategic Partners, our advisors bring more than 30 years of collective experience with financial planning, insurance services, and investment strategies to clients on a path towards financial freedom and the retirement they deserve.
Evergreen Strategic Partners focuses on building long-term relationships with clients who expect superior, individualized service. We believe the plans we create with clients not only address their goals and aspirations, but also reflect the deep understanding, mutual respect, and friendship we share with them.
Explore Evergreen Strategic Partners
Our Process
We create financial plans tailored to your goals, aspirations and dreams.
Our Partners
Evergreen is backed by the history and resources of Northeast Planning Associates and LPL Financial.