Nick Stevens, CFP®

I’m a Certified Financial Planner™ and founder of Evergreen Wealth Management, a Boston-based firm offering flat-fee financial planning and investment management for retirees and soon-to-be retirees.

After more than a decade at a large financial firm, I started Evergreen to give clients a more personal, transparent, and high-touch planning experience. I specialize in helping clients in their 50s and 60s make confident, tax-smart decisions about retirement income, Social Security timing, portfolio risk, and withdrawal strategies. My approach is grounded in low-cost, index-based investing and bespoke financial planning designed for your unique goals and lifestyle.

I primarily work with clients in the Boston area, but if the circumstances permit and you’re comfortable working virtually, I can work with clients anywhere in the U.S. I bring the cutting-edge technology and security of the big firms — for seamless account access, portfolio monitoring, and secure document sharing — while delivering the personal attention, tailored guidance, and responsiveness of a dedicated advisor who knows your situation inside and out.

I charge a flat fee of $525 per month — no asset-based fees — which includes retirement planning, investment management, tax minimization strategies, Social Security optimization, and ongoing guidance throughout the year.

When I’m not helping clients, you can find me on the golf course, working on small home projects, or spending time with my wife Rachel, our young son, and our dog Sam.